AP Wealth Management

AP Wealth Management, located at 1100 Frazier Drive in Augusta, Georgia, offers collaborative financial stewardship with your life at the center. Whether you have achieved significant success, recently sold a business, inherited wealth, or are planning for retirement, our team of experts can help you create a solid financial plan and manage your investment portfolio.

Our goal is to align your investment portfolio with your risk tolerance and distribution needs to ensure your assets last throughout your lifetime. We evaluate all areas of your financial life, including assets, liabilities, risks, opportunities, income needs, and long and short-term goals. Additionally, we review your taxes and estate planning goals to minimize taxes, protect your heirs, and maximize your charitable legacy.

At AP Wealth Management, we provide uniquely crafted, personalized financial management solutions to help you attain your financial goals, build your wealth, and protect your 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 fee-only advisor, we are compensated 100% by our clients and never receive commissions. Our advisors are fiduciaries, putting client interests first and holding advanced financial degrees and certifications. We utilize state-of-the-art software to develop your financial plan and investment portfolio, ensuring you stay on track to meet your goals.

Whether you are planning to transition into retirement or are just starting to build for the future, AP Wealth Management can help you realize your dreams and goals. Contact us today to explore the possibilities and begin your journey towards financial security and success.