Clayton Quamme, CFP (Partner, Financial Advisor)

Clayton Quamme, CFP®

Partner, Financial Advisor

Clayton Quamme, CFP® is a Partner and Financial Advisor at AP Wealth Management, where he works with individuals, families, and business owners to help them make informed financial decisions with confidence. As a CERTIFIED FINANCIAL PLANNER™ professional, Clayton specializes in retirement planning, investment management, tax-efficient strategies, and comprehensive financial planning.

 

Known for his thoughtful and client-focused approach, Clayton believes financial planning is about more than numbers—it’s about helping people align their resources with the life they want to live. He enjoys guiding clients through major life transitions, providing clarity during times of uncertainty, and helping them create a plan that supports their long-term goals.

 

As a fee-only fiduciary, Clayton is committed to delivering objective advice and building lasting relationships based on trust, transparency, and service.

Areas of Specialization

CERTIFIED FINANCIAL PLANNER™ (CFP®) (2015 – Present)

Moving to Georgia for Retirement

Moving to Georgia for Retirement? Here’s How (and Why) to Switch to a Local Financial Advisor

Retirement often brings big changes. If Georgia is where you plan to settle down, there’s more to consider than packing boxes and setting up a ...
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When to sell your business

When to Sell Your Business

Stepping away from a business you’ve built isn’t a decision that comes easily. It carries weight, not just financially, but also personally. Your business may ...
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Do Cash Balance Plans Work for S Corps

Understanding Cash Balance Plans For S-Corps

Standard retirement savings vehicles often fall short of what’s possible or needed for S-Corporation owners with high and stable incomes. While 401(k)s and SEP IRAs ...
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Can A Trust Be A Beneficiary Of A 401(K) Plan?

Can A Trust Be A Beneficiary Of A 401(K) Plan?

Deciding what happens to your 401(k) after you’re gone is more involved than many people realize. Unlike other assets that pass through a will, retirement ...
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Age-Weighted Profit-Sharing Plan: A 101 Guide

Age-Weighted Profit-Sharing Plan: A 101 Guide

Building a strong financial future often involves choosing a retirement plan that adapts to varied goals.  Although some people prefer uniform contributions, others favor something ...
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Georgia Gift Tax

Georgia Gift Tax: What You Need To Know

When it comes down to considering how to pass down wealth, it’s worthwhile to think about the potential impact of gift taxes on your long-term ...
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South Carolina Taxes On Retirees

South Carolina Taxes On Retirees

Between the scenic coastlines, mild winters, and a welcoming culture, South Carolina has become a favorite among retirees seeking a laid-back lifestyle. Beyond its natural ...
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Georgia Pass Through Tax

Georgia Pass-Through Entity Tax: What You Need To Know

  Although running a business in Georgia involves making decisions about various taxes, from standard filings to potential entity-level options, one approach you may consider ...
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South Carolina Estate Tax

South Carolina Estate Tax: What Residents Need To Know

Estate taxes can be a puzzling subject. You might wonder whether a South Carolina estate tax exists or if you need to worry about paying ...
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10 Things to Consider When Planning to Transition into Retirement

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