Investment Vehicles: In The Briefing this week, our advisors discussed a variety of investment vehicles and the reasons our advisors choose the ones we do. The Briefing is an opportunity for our friends and clients to speak with us and hear our perspective on current market activity as well as ask …
What is a Financial Advisor? Sound financial advice is as important to your overall health as good medical advice. Many people may not know exactly who to ask when it comes to getting quality financial advice. “Financial Advisor” is actually a generic term, which does not have a precise industry definition. Therefore, many financial …
How to Choose a Financial Advisor Sound financial advice is as important to your overall health as good medical advice. So, how do you find a good financial advisor? We understand how important it is to be able to trust the person managing your investments and financial future. We hope you glean a few …
The Gift of Helping People Plan for their Future Our very own, Gene McManus, was quoted in Financial Planning Magazine! While some advisors may have less than positive things to say about their experience in the industry, Gene’s vision for AP Wealth to serve as a fiduciary for clients has allowed him and our …
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Join us in cheering on Gene McManus this Sunday! Join us in cheering on Gene McManus this Sunday as he competes in the 2018 Escape from Alcatraz Triathlon! Click HERE to follow Gene’s Progress. If you’d like to learn a bit more about the race and see part of the course, watch this video. 2018 Escape …
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2018 George & Dorothy Walton Award It was a privilege to honor Ellis and Ann Johnson with the 2018 George and Dorothy Walton Award last Thursday night on behalf of AP Wealth Management and The Augusta Fund. Presented annually, the award recognizes a married couple who has contributed outstanding service to our community …
In February, AP Wealth Management and The Walton Award Committee had the privilege of honoring Steve and Linda Cutcliffe as the recipients of the 2017 Walton Award. Presented annually, this award recognizes a couple who has contributed outstanding service to our community in the spirit of George and Dorothy Walton. The Cutcliffes exemplify …
10 Things to Consider When Planning to Transition into Retirement
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