AP Wealth Management

AP Wealth Management is a finance institution located at 1201 Main Street in Columbia, South Carolina, United States. We specialize in collaborative financial stewardship with your life at the center. Whether you have achieved significant success, recently sold a business, inherited wealth, or are nearing retirement, we are here to help you manage your financial future.

Our full capabilities include aligning your investment portfolio with your risk tolerance and distribution needs, evaluating all areas of your financial life, reviewing taxes and estate planning goals, and providing personalized financial management solutions. Our goal is to empower our clients to attain their financial goals, build their wealth, and protect their legacy.

As a fee-only advisor, we are compensated 100% by our clients and never receive commissions. Our advisors are highly qualified with advanced financial degrees and certifications, ensuring that we provide the best possible service to our clients. We utilize state-of-the-art software and have a complete team with a variety of skillsets to help ensure the best results for our clients.

If you are considering transitioning into retirement, we can help guide you through the process with our expert advice and comprehensive financial planning system. Contact AP Wealth Management today to speak with one of our advisors and explore the possibilities to help you realize your dreams and goals.