The Briefing | Financial Planning & Investment Management

Financial Planning & Investment Management:

 

Last night, Clayton Quamme, CFP shared insights around financial planning and investment management in today’s market. “To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights, or inside information. What’s needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework. You must supply the emotional discipline.” – Warren Buffett

 

The Briefing is an opportunity for our friends and clients to speak with us and hear our perspective on current market activity as well as ask any questions they may have about how it affects them. Contact us if you’d like to attend The Briefing live next time.

 

Contact Us: (706) 364-4281 // [email protected]

 

About AP Wealth Management

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.