What Makes Us Different?
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.
- A lifetime partnership
Our team at AP Wealth Management personalizes a financial plan for our clients and collaborates with all who are involved in the client’s financial life, such as an accountant or attorney.
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.
To prioritize client objectives, rather than institutional initiatives.
Registered Firm
Our firm is a Registered Investment Advisor, regulated by the SEC. As an RIA, we are held to higher standards of client care than stockbrokers and broker-dealers.
Security of Assets
Client assets are held by Charles Schwab & Co., Inc., a highly respected custodian that has served independent advisors for 30+ years. Schwab provides the back-office support, technology, and services we need to keep focused on what really matters – our clients.
Fiduciary
We serve as a fiduciary and always act in your best interests. We make recommendations based on your unique situation, rather than simply suitable ones. Learn more about what it means to be a fiduciary.
Nationwide
We are based in Augusta, GA, and we can serve clients nationwide. We regularly hold online meetings and can help any client across the United States.
Fee Only
We provide fee-only financial planning services. We believe this is the best model to help you reach your goals because it aligns our interests and ensures unbiased financial advice.
Partnership
We enter into a client relationship with the expectation of a lifetime partnership so that we can help ensure you stay on track towards meeting your goals as your life situation changes.
Our promise to you
Constant Monitoring
We constantly monitor the security positions held in portfolios.
Weekly Reviews
We hold weekly team reviews of portfolio allocations and returns.
Investment Policy
We evaluate our investment policy on a monthly basis, leading us to make the most educated and informed decisions for our clients.
Avoid Panic
We actively avoid panic during market sell-offs and allow for time and cyclical re-balancing of the markets.
Responsiveness
We will always respond promptly to your phone calls and emails and are available to discuss concerns that you may have.
Keep Clients Up to Date
We’ll keep you up to date on our perspective regarding topics that matter to you through our blog, newsletter, and social media.
The Briefings
We hold regular briefings in our office (and via Zoom online meetings) to discuss various topics and answer questions in a group setting.
Financial Plans
We review your financial plan regularly and adjust it according to your unique life situations.
Want to know what matters to us?
Have a look at our mission, vision, and values
