Welcome to the AP Wealth Management Blog

Below, you’ll find original articles written by our team of advisors on a variety of topics related to wealth management, financial planning, investing, and market activity.

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Investment Management

December 2022 Investment Policy Discussion

December 2022 Investment Policy Discussion   This past Monday, we held our monthly investment policy committee meeting. The purpose of this meeting is to help ...
Financial Planning

Retirement Plans for Small Business Owners

Retirement Plans for Small Business Owners     At AP Wealth, we understand the challenges you face as a business owner. We recognize that ​​your ...
Tax & Estate Planning

End of Year Tax Planning & Beyond

End of Year Tax Planning & Beyond   Many people may dread the thought of tax planning because it’s often complicated and cumbersome. Tax planning ...
AP Wealth News

A Beautiful day for Child Enrichment of Augusta and AP Wealth Management

A Beautiful day for Child Enrichment of Augusta and AP Wealth Management       This past Saturday there was magic in the air at ...
Cyber Security

How We Protect Your Personal Information and Assets

How We Protect Your Personal Information and Assets       Cybercrimes are on the rise. The number of cyber incidents, the cost of mitigation, ...
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10 Things to Consider When Planning to Transition into Retirement

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