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)

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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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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10 Things to Consider When Planning to Transition into Retirement

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