If you are looking for a strong, long-term partnership and lack the time and expertise to create a solid financial plan and manage your own investment portfolio, then you have come to the right place. It could be that you have already achieved significant success and are looking for a better financial management partner.
Perhaps you have recently sold a business and have new assets to invest or you have recently inherited wealth. Perhaps you are nearing retirement and want to ensure a smooth transition - one filled with all the resources you need to live the life you envision, with the potential to pass down a legacy to the next generation.
Perhaps you have recently sold a business and have new assets to invest or you have recently inherited wealth. Perhaps you are nearing retirement and want to ensure a smooth transition - one filled with all the resources you need to live the life you envision, with the potential to pass down a legacy to the next generation.
Services
Core values are a guide like the North Star for most of our clients when it comes to prioritizing their most important goals, wishes and dreams. Understanding core values is important because they drive how we behave. And at AP Wealth we have intentionally articulated our Core Values to aid us in making every decision.
We've built a great team of experienced financial advisors and attentive client service representatives to ensure you're in good hands and on track to meet your goals. Meet our team below and let's set up a meeting to see if we're a good fit to work together. Your financial advisor will meet with you to discuss your goals, build your financial plan, manage your portfolio, and make adjustments as necessary as your unique situation changes.
If you are looking for a strong, long-term partnership but lack the time and expertise to create a solid financial plan and manage your own investment portfolio, then you have come to the right place. With over 120 years of combined experience, each of our financial advisors and team members possesses a vast breadth of knowledge and experience in Investment Management, Financial Planning, and Tax and Estate Planning.
AP Wealth Management provides uniquely crafted, personalized wealth management solutions that empower our clients to ATTAIN their financial goals, build their wealth, and PROTECT their legacy. Financial planning is about helping you make decisions and take actions that will enable you to reach your goals and live the life you want.
AP Wealth Management is a fee-only fiduciary financial advisor based in Augusta, GA that serves clients across the U.S. and has been helping clients reach their financial goals and protect their wealth since 2011. The first step in getting your finances on track is meeting with an advisor to discuss your unique situation and see if we're a good fit to help you reach your goals.
Reviews (1)
Ruth VanBuskirk
Jun 22, 2020
Report