AP Wealth Management
With over 120 years of combined experience, our financial advisors and team members possess a vast breadth of knowledge and experience in investment management, financial planning, and tax and estate planning.
We strive to provide uniquely crafted team approach to personalized financial management solutions that empower our clients to ATTAIN their financial objectives, build their wealth, and PROTECT their legacy, while embracing the highest standard of excellence. We maintain excellent standards of practice, serve as a fiduciary for all clients, and continually strive for our clients’ financial success.
We work with clients who desire a strong, long-term partnership, but may lack the time and expertise to manage their own wealth and financial planning.
Our clients trust us to put their best interests first and provide the highest standard of care, and to prioritize client objectives, rather than institutional initiatives.
Although based in Augusta, Georgia, AP Wealth Management serves clients in 19 states and can help any client regardless of physical location.
Our clients’ assets are held by a respected custodian, Charles Schwab & Co., Inc.