Experience

AP Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Managing Partner, Wealth Advisor

  • 2011 - Present

  Augusta, Georgia Area AP Wealth Management is an independent registered investment advisory firm based in Augusta, GA. We seek to empower our clients to ATTAIN their financial objectives, build their wealth, and PROTECT their legacy. • Provide investment management, financial planning, and tax & estate planning for clients in 19+ states. • Personalize a plan of action for clients and collaborate with all who are involved in the client’s financial plan, such as an accountant or attorney. • Work with… Show more AP Wealth Management is an independent registered investment advisory firm based in Augusta, GA. We seek to empower our clients to ATTAIN their financial objectives, build their wealth, and PROTECT their legacy. • Provide investment management, financial planning, and tax & estate planning for clients in 19+ states. • Personalize a plan of action for clients and collaborate with all who are involved in the client’s financial plan, such as an accountant or attorney. • 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. • As a registered investment advisor, I serve as a fiduciary for my clients and provide the highest standard of care. • Provide strategic vision casting for the firm to continually provide service in line with our core values of: excellence, expertise, simplicity, success, transparency, trust, and collaboration. • Act as a member of Augusta Capital Investors, from 2013 - Present. Show less



LPL Financial

• Financial Services

• Registered Representative

  • 2011 - 2012

  Augusta, Georgia Area



McManus & Sinclair Wealth Management

• Managing Partner

  • 2007 - 2011

  Augusta, Georgia Area • Provided investment management and fee-based financial planning to clients in the local CSRA. • Served as a registered investment advisor, upholding the fiduciary standard. • Actively sought ways to improve business model and provide excellent service to clients.



McManus & Bone, LLP

• Partner, Accountant (CPA)

  • 2001 - 2007

  Augusta, Georgia Area • Provided full-service accounting, personalized services, and guidance in a wide range of financial and business needs. • Developed specialty in Tax & Estate planning. • Began development of financial planning practice to complement tax services.



Eugene F. McManus, CPA, PC

• President, Accountant (CPA)

  • 1999 - 2001

  Augusta, Georgia Area • Provided tax planning and preparation. • Focused on tax strategies in the clients’ best interest. • Provided excellent service through effective communication with clients.