Taking advantage of our full capabilities is MOST EFFECTIVE
COMPLETE APPROACH
(The Lifetime Financial Solution™ & Investment Management)
UNIQUE TO EACH CLIENT
ALL PROFESSIONALS INVOLVED
WHAT MAKES US DIFFERENT
· Excellence · Expertise · Simplicity · Success · Transparency · Trust · Collaboration ·
With over 120 years of combined experience, each of our financial advisors and team members possess a vast breadth of knowledge and experience in investment management, financial planning, and tax and estate planning.
Our team at AP Wealth Management personalizes a financial plan for our clients and collaborates with all who are involved in the client’s financial life, such as an accountant or attorney.
We work with clients who desire a strong, long-term partnership, but may lack the time and expertise to manage their own wealth and financial planning.
OUR CLIENTS TRUST US.
To put their best interests first and provide the highest standard of care.
To prioritize client objectives, rather than institutional initiatives.
Our firm is a Registered Investment Advisor
We serve as a Fiduciary
We provide Fee Only Services
We strive to provide uniquely crafted, personalized financial management solutions that empower our clients to ATTAIN their financial objectives, build their wealth, and PROTECT their legacy, while embracing the highest standard of excellence.
We promise to maintain excellent standards of practice, serve as a fiduciary for all clients, and continually strive for our clients’ financial success.
To serve as excellent financial stewards for our clients.
EXCELLENCE | COLLABORATION |
EXPERTISE | TRANSPARENCY |
SIMPLICITY | TRUST |
SUCCESS |
Our clients’ assets are held by a highly respected custodian, Charles Schwab & Co., Inc.
Although based in Augusta, GA, AP Wealth Management serves clients in 19 states and can help any client across the United States.
We enter into a client relationship with the expectation of a lifetime partnership.
EXCELLENT SERVICE
We embrace the highest standard of excellence through a disciplined process and customized investment strategies.
DISCIPLINED PROCESS
We constantly monitor the security positions held in portfolios.
We hold weekly team reviews of portfolio allocations and returns.
We evaluate our investment policy on a monthly basis, leading us to make the most educated and informed decisions for our clients.
We actively avoid panic during market sell-offs and allow for time and cyclical re-balancing of the markets.
PROACTIVE & TIMELY COMMUNICATION
We schedule regular financial reviews with our clients to assess results and make adjustments.
We respond promptly to phone calls & emails from clients and their partners.
We keep our clients up to date on our perspective regarding topics that matter to them through our blog, newsletter, and social media.
We hold monthly client briefings in our office to discuss various topics and answer questions from our clients in a group setting.
MEET OUR TEAM
Leave it to the Experts
GENE MCMANUS, CPA, CFP®, PARTNER
gmcmanus@apwealth.com
Eugene F. McManus (Gene), CPA, CFP® has 25+ years of experience helping people simplify their financial lives. As a partner and financial advisor with AP Wealth Management, a Registered Investment Advisor group (RIA), Gene serves as a fiduciary for his clients. He is the creator of The Lifetime Financial Solution™, a unique process for identifying, managing and simplifying life and financial goals, which he utilizes when assisting his clients as their financial advisor. Gene is a native of Aiken, SC, and has spent most of his career in Augusta, GA building successful accounting, financial planning, investing, and risk management businesses.
EDUCATION
Clemson University – College of Business (1985)
Bachelor of Science in Accounting
EXPERIENCE
AP Wealth Management (2011 – Present)
Managing Partner, Wealth Advisor, CPA, CFP®
Augusta Capital Investors, (2013 – present)
Member
LPL Financial (2011 – 2012)
Registered Representative
McManus & Sinclair Wealth Management (2007 – 2011)
Managing Member
McManus & Bone, LLP (2001 – 2005)
Partner, Accountant (CPA)
Eugene F. McManus, CPA, PC (1999 – 2001)
President, Accountant (CPA)
PROFESSIONAL DEVELOPMENT
Strategic Coach Program (2003 – PRESENT)
Schwab Impact Conference (Annually)
CERTIFICATIONS
Certified Public Accountant, CPA (1988 – Present)
CERTIFIED FINANCIAL PLANNER™(CFP®) (2004 – Present)
Personal Financial Specialist (1999 – 2016)
COMMUNITY INVOLVEMENT
Diocese of Savannah – Finance Council
Chair of Investment Committee (2008 – 2018)
The George & Dorothy Walton Award
Committee Member (2016 – 2018)
University Health System Executive Committee
Chair of Finance Committee (2017 – Present)
Audit Committee (2012 – Present)
Richmond County Hospital Authority Board of Directors
Member (2008 – 2015, 2017 – Present)
Chairman (2012 – 2015)
Clemson University School of Business Advisory Board
Board Member (2009 – 2013)
Rotary International, Augusta Club
Member (2017 – Present)
Boys & Girls Club of the CSRA Board of Directors
Member (2000-2011)
Chairman (2005)
HONORS
National Medallion (2005)
Boys & Girls Clubs of America
PAT FAIR, CFP®, PARTNER
pfair@apwealth.com
William Patrick Fair (Pat), CFP® is one of the partners of AP Wealth Management. He has 18+ years’ experience in the financial services industry and in financial planning. He gained his initial experience in a large wire-house firm and then combined that expertise with a broader range of financial services within a regional bank. Pat serves as our Director of Research, Chief Compliance Officer, a financial advisor, and as Portfolio Manager working to ensure that our clients’ portfolios are optimally positioned. Pat’s philosophy focuses on prudent, wise, and strategic actions – looking to keep his clients “between the ditches” when it comes to investment decisions.
EDUCATION
Augusta State University (1997)
Masters of Business Administration (MBA)
Georgia Institute of Technology (1988)
Bachelor of Science in Management (BS)
Graduated Magna Cum Laude
EXPERIENCE
AP Wealth Management (2010 – Present)
Partner, Wealth Advisor, Chief Compliance Officer, CFP®
Augusta Capital Investors (2013 – Present)
Chief Compliance Officer
Augusta Capital Management, (2013 – Present)
Chief Compliance Officer
LPL Financial (2010 – 2013)
Registered Representative
First Citizens Securities, (2009 -2010)
Financial Advisor
Wachovia Securities, (Wells Fargo) (2005 – 2009)
Financial Advisor
CERTIFICATIONS
CERTIFIED FINANCIAL PLANNER™(CFP®) (2005 – Present)
Insurance Agent / Resident Agent, Georgia (2000 – Present)
COMMUNITY INVOLVEMENT
Saint Mary’s Catholic Church, Finance Committee
Member (2017 – Present)
Chairman (2013 – 2014, 2019 – Present)
Walton Award
Committee Member (2016 – Present)
Augusta Exchange Club
Member (2012 – Present)
Board Member (2019 – Present)
F3
Member (2017 – Present)
TOM O’GORMAN, INVESTMENT ADVISOR, MBA
togorman@apwealth.com
Tom O’Gorman, MBA, joined AP Wealth Management in 2016, bringing with him over 17 years of experience in the investment industry. Prior to working in wealth management, Tom worked in corporate finance for several large companies, including Coca-Cola Bottling, Altria, and the former American Can Co. Tom grew up in White Plains, NY, earned a BA in Economics from Fairfield University in CT and a MBA in Finance from NYU-Stern. He lived in Arlington Heights, IL for several years before relocating to Augusta in 1999 with his wife Thalia and their four children. Tom’s disciplined approach to wealth management enables clients to attain their financial goals and preserve their wealth. He believes that proper asset allocation and the ability to maintain a long-term focus have been key to his clients’ success. In addition to individual clients, Tom also serves as a financial advisor for small businesses, advising the owners on maximizing cash flow and helping them implement 401K plans.
EDUCATION
New York University – Leonard N. Stern School of Business (1991)
Master of Business Administration (M.B.A.) – Finance and International Business
Fairfield University (1984)
Bachelor of Arts in Economics
EXPERIENCE
AP Wealth Management (2016 – Present)
Investment Advisor
Equus Management LLC (2012 – 2016)
Investment Advisor
C.O. Investment LLC (2001 – 2012)
Vice President
Crider Inc. (1999 – 2001)
Vice President Finance and Administration
Alcan Packaging (1989 – 1999
Controller (1996 – 1999)
Director of Financial Planning and Analysis (1995 – 1996)
Manager of Planning and Analysis (1991 – 1995)
Senior Financial Analyst )1989 – 1991)
Altria (1986 – 1989)
Senior Planning Analyst
Coca-Cola Enterprises (1985)
Financial Analyst
CERTIFICATIONS
The Series 65 Exam
North American Securities Administrators Association (NASAA) exam administered by FINRA
COMMUNITY
Freedom Fighters of Georgia, Breaking Free Addiction Recovery
Supporter
Golden Harvest Food Bank
Volunteer
West Lake Country Club
Board Member
CLAYTON QUAMME, CFP®
cquamme@apwealth.com
Clayton Quamme, CFP® joined AP Wealth Management in 2019. He has over a decade of experience working as a financial planner, investment advisor, and operations manager. He has focused on working with independent Registered Investment Advisor (RIA) firms that allow him to sit “on the same side of the table” as his clients, serving as a fiduciary for his clients. Clayton has also served with the US Army as an Intelligence Officer, both as an active duty and reserve officer. This experience influenced his passion for a disciplined approach when it comes to life goals, financial planning, and investment decisions. Clayton holds the view that wealth is more than just the tangible asset or number we see on a net worth statement. He believes it’s deeper than that. Understanding the numbers is certainly important, but to truly measure wealth, we must consider intangible items like being able to invest time in your family and community, and leaving a worthwhile legacy to future generations.
EDUCATION
Appalachian State University (2007)
B.S./B.A in Economics, Magna Cum Laude
EXPERIENCE
Calvary Wealth, LLC (2013 – 2019)
Financial Planner
US Army Reserve (2012 – Present)
Intelligence Reserve Officer
US Army Active (2007 – 2012)
Intelligence Active Duty Officer
VALIC (2012)
Financial Advisor
CERTIFICATIONS
CERTIFIED FINANCIAL PLANNER™(CFP®) (2015 – Present)
COMMUNITY INVOLVEMENT
Estate Planning Council (Member 2013 – Present / Board Member 2018 – Present)
Martha Guy Advisory Board (2015 – Present)
F3 – Fitness, Fellowship and Faith Community Leadership Group (2017 – Present)
SHARON HEAD, CPA, OFFICE OPERATIONS
shead@apwealth.com
Sharon Head, CPA, has over twenty years of experience as an accountant in the financial services industry where she served in traditional Controller and Treasurer roles for international corporations with multi-billion-dollar bases. She is a native of Atlanta where her career began and spent several years in Boston before moving to Augusta. Sharon is a 1979 graduate of Georgia State University. Currently, she leads our office team in developing office infrastructures focused on consistency and integrity of client data as the business expands. Sharon enjoys finding financial solutions to build a life worth living – a focus she shares with our team and one that helps our clients protect their legacies.
EDUCATION
Georgia State University (1979)
Bachelor of Science in Accounting (BBA)
EXPERIENCE
AP Wealth Management (2011 – Present)
Operations Manager
New England Financial (1994 – 2002)
A subsidiary of Met Life Insurance Company
Vice President & Treasurer
ING Nederlanden North America (1979 – 1994)
Life Insurance Company of GA / Southland Life / Security Life Insurance Company of Denver
Treasurer & Controller
CERTIFICATIONS
Certified Public Accountant, CPA (1987)
Fellow, Life Management Institute (1983)
COMMUNITY INVOLVEMENT
Co-Founder & Board Member Anchored Souls Ministries (2017 – Present)
The Point Ministries (2013 – 2017)
Mangrove Ministries (2009 – Present)
MILLIE ROBINSON, CLIENT SERVICES
mrobinson@apwealth.com
Millie Robinson, Client Services – Millie has over 10 years’ experience working in financial services. Her experience spans from working for a local credit union to an event coordinator for a nonprofit, and now as our Client Services Associate. Millie holds a Bachelor of Arts degree in communications from Augusta University and uses those skills in supporting our event planning and client communication efforts at AP Wealth Management. Millie is passionate about serving others and enjoys working with our clients to make what can be a stressful topic as easy as possible. Her community connections, knowledge of local history and traditions, and intuitive sense of client needs, contributes to her ability to give service above and beyond client expectations.
EDUCATION
Augusta University
Bachelor of Arts – Communications & Psychology
EXPERIENCE
AP Wealth Management
Client Services Associate | 2015 – Present
SRP Federal Credit Union
Member Services Representative | 2012 – 2015
Special Assets Representative | 2001 – 2002
Loan Processor | 2000 – 2001
Teller | 1999 – 2000
Golden Harvest Food Bank
Events Coordinator | 2011 – 2012
The Men’s Refinery BarberSpa
Salon Manager & Special Events | 2010 – 2011
CERTIFICATIONS
Notary Public
State of South Carolina | Issued 2013
COMMUNITY
Paceline Ride Volunteer | 2019
Jacket Regiment Volunteer (HS Band) | 2016 – Present
North Augusta High School
NAMS Band Volunteer (MS Band) | 2015- Present
North Augusta Middle School
PTO President | 2017 – 2018
North Augusta Middle School
PTO Board Member | 2016 – 2017
North Augusta Middle School
HOA President | 2015 – 2017
The Village at Bergenplace Neighborhood
It’s Spooky to be Hungry Neighborhood Captain | 2013 – 2015
KORDE JONES, CLIENT SERVICES
kjones@apwealth.com
Korde Jones, Client Services – Korde joined the AP Wealth Management Team in 2020 as a Client Services Associate. He has nearly a decade of professional experience working with people from all walks of life and in each role, he has always focused on the people. Korde believes that excellent service is the cornerstone of client relationships. Korde is currently enrolled at Augusta University and plans to graduate with his Bachelor of Business Administration in 2021. In his current role, Korde focuses on the day-to-day client and office support functions for our team. You’ll hear his friendly voice when you call our office and he’ll be there to greet you when you walk in our doors. Behind the scenes, Korde works with the rest of our team to keep the proverbial “gears turning.” His problem-solving skills are an asset to our team and his experience working in the banking industry has provided him tools that help us provide a better experience for our clients. As the newest member of the team, Korde provides a fresh perspective and new ideas.
EDUCATION
Augusta University
Bachelor’s Degree in Business Administration | 2021
EXPERIENCE
AP Wealth Management
Client Services Associate | Jul 2020 – Present
Evans 14 Cinemas
Assistant Manager | Jun 2019 – Jul 2020
ADP
Implementation Specialist | Nov 2018 – Jan 2019
State Bank & Trust Co.
Bank Teller | Feb 2017 – Oct 2018
City Electric Supply
Warehouse/Delivery | Jun 2015 – Jan 2017
New Hope Baptist Church
Music Director | Aug 2012 – Jan 2016
WHAT WE DO
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.
WE DO THIS THROUGH OUR 3 CORE SERVICES.
INVESTMENT MANAGEMENT
ATTAIN Wealth | PROTECT Legacies
We achieve success through our two-fold strategy:
Seeking Overlooked Opportunities
In Asset Allocation
Our team creates customized investment strategies based on our client’s entire financial picture including lifestyle, risk tolerance, and age.
Our solutions are crafted to be long-term and withstand the test of time.
We focus on overlooked opportunities in portfolio construction and asset allocation.
Customizing Portfolios
Using Model Portfolio Groups
Our core strategy generates TOTAL RETURN by emphasizing investment income rather than relying solely on capital appreciation.
Custom designed portfolios use our model groups to form a balanced and methodical approach to investing.
FINANCIAL PLANNING
The Lifetime Financial Solution™
The Lifetime Financial Solution™ provides simplicity and clarity. By using this program, clients are able to view all their information in one place. This comprehensive system is designed to help high income, high net-worth clients with a total financial plan. Through the process outlined below, we provide customized solutions built on our clients’ personal and financial goals. We also provide cash flow projections to answer important questions and guide our clients to achieve what they want in life.
COMPREHENSIVE SYSTEM
designed to help high income, high net worth clients with a total financial plan.
CASH FLOW PROJECTIONS
to answer important questions & guide our clients to achieve what they want in life.
REVIEW CHANGES
through an annual, or semi-annual review, we evaluate changes affecting our clients.
CUSTOMIZED SOLUTIONS
built on our clients personal and financial goals.
THE LIFETIME FINANCIAL SOLUTION™
Initial Meeting
Gather Data
Plan Design
Plan Delivery
Reviews & Monitoring
Once we make a plan for our clients, we continue to support them through regular reviews, tracking their goals and progress, discussing action items, and keeping the client portal up to date.
TAX & ESTATE PLANNING
Collaborating with Our Clients’ Accountants and Attorneys
We collaborate with our client’s accountant, attorney, and other financial advisors to provide a clear and comprehensive financial picture.
We use The Lifetime Financial Solution™ as a tool for tax & estate planning.
THE WALTON AWARD
EXCELLENCE IN THE COMMUNITY
Nominations will be accepted from October 1st – October 31st.
Nomination Requirements
Click HERE to submit a nomination online. Or, print a PDF version of the nomination form to submit by either email (waltonaward@gmail.com) or mail (Walton Award Committee, C/O AP Wealth Management, LLC, 1100 Frazier Drive, Augusta, GA 30909)
Click HERE to learn about the Walton Award Nomination Process.
About the Award
George & Dorothy Walton were a couple of the American Revolution, whose relentless efforts and generous service left a lasting mark on the state of Georgia and more locally, the Augusta-area. They were life-long public servants who humbly served their community, seeking no recognition or praise.
This award is presented annually to an Augusta-area couple who exemplify the legacy and values of George and Dorothy Walton. The award recognizes a lifestyle of community service, selflessness, hospitality, courage, and devotion.
The winning couple receives a physical award for display and they are invited to choose a 501(c)(3) organization based in the CSRA to receive a substantial monetary donation given in their honor.
Past Recipients | 2017 Recipients | 2018 Recipients | 2019 Recipients | 2020 Recipients
Please fill use the Contact Form below if you have questions about the George & Dorothy Walton Award.