AP Wealth Management Email Format
Financial ServicesGeorgia, United States2-10 Employees
AP Wealth Management is a small financial services firm based in Augusta, Georgia, operating as a Registered Investment Advisor with over 120 years of combined experience among its advisors. Its team covers investment management, financial planning, and tax and estate planning, and they tailor plans by coordinating with other professionals involved in a client's financial strategy. The firm serves clients who seek a long-term partnership and may lack the time or expertise to manage wealth on their own. Within the financial services industry, AP Wealth Management emphasizes personalized wealth management solutions aimed at helping clients attain financial objectives, grow wealth, and protect their legacy, while upholding high professional standards. In 2022 the firm expanded its footprint with a new office in Columbia, South Carolina, signaling growth beyond its Augusta base.