AP Wealth Management
Financial ServicesView the employees at
AP Wealth Management-
Sharon Head, CPA Operations Manager at AP Wealth Management
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Rising Star
Tom O'Gorman Partner/Advisor at AP Wealth Management-
Top 1%
Millie Robinson Client Communications Manager at AP Wealth Management-
Rising Star
Clayton Quamme, CFP® Partner, Financial Planner at AP Wealth Management-
Evans, Georgia, United States
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Rising Star
Gene McManus, CPA, CFP® Managing Partner, Wealth Advisor @ AP Wealth Management-
Augusta, Georgia, United States
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Rising Star
Overview
With over 120 years of combined experience, our firm is a Registered Investment Advisor. Each of our 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 plan of action for our clients and collaborates with all who are involved in the client’s financial plan, 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. 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. SOCIAL MEDIA DISCLOSURE: www.apwealth.com/social-media-disclosure/
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