- Attain Wealth. protect lEgacies.
Collaborative Financial Stewardship with Your Life at the Center
- Helping you realize your dreams and goals
It could be that you have already achieved significant success and are looking for a better financial management partner. Perhaps you have recently sold a business and have new assets to invest or you have recently inherited wealth.
Perhaps you are nearing retirement and want to ensure a smooth transition – one filled with all the resources you need to live the life you envision, with the potential to pass down a legacy to the next generation.
Maybe you’re earlier in your career and starting to build for the future. If you are unsure where to begin and could use some professional advice, there is good news. We’d like to speak with you and explore the possibilities to help you realize your dreams and goals.
Affiliations:
Taking advantage of our full capabilities is most effective
INVESTMENT MANAGEMENT
We'll align your investment portfolio with your risk tolerance and distribution needs to help ensure your assets last throughout your lifetime.
FINANCIAL
PLANNING
We'll evaluate all areas of your financial life and build a plan that takes into account your assets, liabilities, risks, opportunities, income needs, and long and short term goals.
TAX AND ESTATE PLANNING
We'll review your taxes and estate planning goals and build a plan that minimizes your taxes, protects your heirs, and maximizes your charitable legacy.
What makes us
different?
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.
Fee-Only
We are compensated 100% by our clients and never receive commissions. We believe the fee-only-advisor model is best suited to help clients reach their goals because it keeps our interests aligned.
Fiduciary
As fiduciaries, we put client interests first , unlike some financial advisors, such as broker-dealers, who serve under a less-strict suitability standard
Expertise
Our advisors are masters of their craft, holding advanced financial degrees and certifications and completing dozens of continuing education hours per year in a wide range of financial planning topics.
Experience
Our team has 120+ years of collective experience helping clients reach their financial goals.
Technological
We utilize state-of-the-art software to help develop your financial plan and investment portfolio and make sure you stay on track to meet your goals.
Team Approach
We've built a complete team with a variety of skillsets to help ensure best results. We'll also bring in outside experts or collaborate with your attorneys or accountants for complex issues.
experience
clients nationwide
Our firm is a Registered Investment Advisor
