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AP Wealth Management, LLC

(706) 364-4281 1100 Frazier Dr, Augusta, GA 30909 M-F 8:30am-5pm, Sa-Su Closed Official site

Categories: Financial Planning

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To provide uniquely crafted, personalized financial management solutions that empower our clients to attain financial objectives, build their wealth and protect their legacy while embracing the highest standards of excellence. AP Wealth's mission is to serve as an excellent financial steward for our clients. AP Wealth Management will maintain excellent standards of practice, serve as fiduciary for all clients, and continually strive for our clients' financial success. AP Wealth is a high-end, independent financial services provider that serves as fiduciary to clients. We are able to prioritize client objectives rather than institutional initiatives. We always work in the best interest of our client. With over 120 years of combined experience, the firm is a Registered Investment Advisor and each advisor and team member possesses a vast breadth of knowledge and experience in investment management, financial planning, tax & estate planning and corporate finance for local and national firms. Although based in Augusta, Georgia, AP Wealth serves clients in seventeen states and can be local to any client, wherever their needs may be. Collaboration and personalized solutions are at the core of the AP Wealth business model. AP Wealth works hand-in-hand with clients and their trusted advisors that have a part in the financial well-being of the client. AP Wealth Management enters into a client relationship with the expectation of a lifetime partnership. AP Wealth Management values excellence, success, simplicity, transparency, expertise, collaboration and trust.

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