AP Wealth Management

We are a wealth management firm that specializes in investment management, financial planning, and tax & estate planning. We provide financial planning services to clients who desire a strong, long-term partnership, but may lack the time and expertise to manage their own wealth and financial planning. Each of our financial advisors and team members possess a vast breadth of knowledge and experience in investment management, financial planning, and tax & estate planning. If you're interested in learning more about how we may be able to help you, please call us at (706) 364-4281.

As a Registered Investment Advisor (RIA) firm, we serve as a Fiduciary. This means that our clients trust us to put their best interests first and provide the highest standard of care, while also prioritizing client objectives, rather than institutional initiatives. You can learn more about what it means to be a fiduciary here: https://www.apwealth.com/2018/08/02/what-is-a-fiduciary-why-does-it-matter/

The Lifetime Financial Solution™ is a financial planning tool, developed by Gene McManus, our managing partner. We use this tool to provide simplicity and clarity, allowing our clients to view all their financial information in one place. It is a comprehensive system designed to help high income, high net worth clients with a total financial plan. One benefit of The Lifetime Financial Solution™ is that it provides cash flow projections to answer important questions & guide our clients to achieve what they want in life.

Although based in Augusta, Georgia, AP Wealth Management serves clients in 19 states and can help any client regardless of physical location. Call us at (706) 364-4281 to set an appointment to speak with one of our advisors.

AP Wealth Management provides uniquely crafted, personalized financial management solutions that empower our clients to ATTAIN their financial goals, build their wealth, and PROTECT their legacy. We do this through our 3 core services: Investment Management, Financial Planning (Using The Lifetime Financial Solution™), and Tax & Estate Planning