Wealth Management Solution for Clients

 

What's in a Number

 

Sailing and Rowing

 


Welcome to AP Wealth Management, LLC. As a firm, we are focused exclusively on providing comprehensive wealth management services which include financial consulting & investment management.

Each of our clients benefit from the involvement of all our partners which provides more insight than any single specialist can offer and personalized financial advice no generalist can approach. We act with uncompromised integrity, diligence and confidentiality.

Our LFSâ„¢ planning service simplifies your financial affairs to provide direction and confidence for your lifetime and beyond.

INVESTMENT MANAGEMENT

AP Wealth integrates financial planning with investment management services to empower our clients to Attain their financial objectives and to Protect their financial resources.


Read about us in the May 29, 2011 edition
of the Augusta Chronicle.

A personal touch to finance
Advisers craft plans to fulfill goals of clients
By Gracie Shepherd | Staff Writer | Sunday, May 29, 2011

Some people have a friend they know they can call for straight-talking financial advice.

This friend might tell them when to buy or sell, give them tips on estate planning or a frank opinion on how feasible their retirement plan is.

Gene McManus often found himself in that position with his accounting clients when he worked as a CPA. He found people would ask him questions they weren't comfortable asking their official financial adviser because McManus "didn't have a dog in the fight." Read More...