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)

South Carolina Capital Gains Tax: What You Need To Know

South Carolina Capital Gains Tax: What You Need To Know

Selling off investments—whether it’s real estate, stocks, or a business interest—often triggers capital gains taxes. In South Carolina, specifically, knowing how those taxes work can ...
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Deferred Compensation Plan vs. 401(K): What’s The Difference?

Deferred Compensation Plan vs. 401(K): What’s The Difference?

Securing your financial future is rarely as simple as just deciding to save. You also have to choose how and where to invest your money. ...
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Supplemental Executive Retirement Plan (SERP) 101 Guide

Supplemental Executive Retirement Plan (SERP) 101 Guide

Many companies go beyond just salaries and bonuses to keep top executives motivated. Supplemental executive retirement plans (SERPs) provide additional, tailored benefits that help keep ...
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Does South Carolina Have An Inheritance Tax?

Does South Carolina Have An Inheritance Tax?

After a loved one passes, questions about inherited assets often arise. Whether it’s cash, property, or other valuables, understanding if you’ll need to pay taxes ...
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Devise Real Estate Smartly: How to Pass Down Real Estate to Your Heirs

Devise Real Estate Smartly: How to Pass Down Real Estate to Your Heirs

Real estate often stands as one of the most valuable assets in a person’s estate, making its thoughtful planning a key component of your overall ...
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Georgia Inheritance Tax: Here’s What You Need To Know

Georgia Inheritance Tax: Here’s What You Need To Know

When planning to pass on your assets, understanding potential tax implications is a valuable step in preserving your legacy. Various taxes, including those on inheritance, ...
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Georgia Estate Tax: A Comprehensive 101 Guide

Georgia Estate Tax: A Comprehensive 101 Guide

An estate tax, sometimes referred to as the “death tax,” applies to the total value of assets that an individual leaves behind. Though estate taxes ...
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Is Hurricane Damage Tax Deductible? What You Need To Know

Is Hurricane Damage Tax Deductible? What You Need To Know

Hurricanes don’t just damage buildings—they often leave financial hardships and emotional stress in their wake. The devastation caused by recent storms, such as Hurricanes Helene ...
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Georgia Estate Planning: What You Need To Know

Georgia Estate Planning: What You Need To Know

No matter the size of your estate, taking steps now can help your family avoid potential legal issues and other hassles later. This guide will ...
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10 Things to Consider When Planning to Transition into Retirement

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