Last week, we hosted our first in-person Briefing in two years in our newly renovated upstairs space, The Treehouse at AP Wealth. Our guests enjoyed an informative night and also received an opportunity to try out the Golf Simulator.
In this briefing, Gene provided our guests with an update on the Market for 2022. He discussed the current financial markets, shared thoughts on where we might go from here, and a few helpful strategies.
- Wealth Management
- Financial Planning
- Investment Management
- Small Business Retirement Planning
- Tax & Estate Planning
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 any questions they may have about how it affects them. Contact us if you’d like to attend The Briefing live next time.
Contact Us: (706) 364-4281 // [email protected]
About AP Wealth Management
AP Wealth Management provides uniquely crafted, personalized financial management solutions that empower our clients to attain their financial goals, build their wealth, and protect their legacy. Our clients have access to The Lifetime Financial Solution™, a comprehensive system designed to guide us as we work together to help you achieve what you want in life.
As a founding partner of and advisor with AP Wealth Management, Gene serves as a fiduciary and trusted resource for the firm’s clients. This means that he will always act in the client’s best interest and does not have pressure to meet sales mandates or to serve any corporate initiatives. Gene and the AP Wealth team work to develop a complete financial picture using The Lifetime Financial Solution™, which is a unique process Gene developed to simplify clients’ financial lives.
