AP Wealth Management

AP Wealth Management AP Wealth Management is an independent registered investment advisory firm based in Augusta, GA, and Columbia, SC.

We provide collaborative financial stewardship with your life at the center. About AP Wealth Management

Collaborative Financial Stewardship with Your Life at the Center If you are looking for a strong, long-term partnership and lack the time and expertise to create a solid financial plan and manage your own investment portfolio, then you have come to the right place. AP Wealth Management provides

uniquely crafted, personalized financial management that empowers our clients to ATTAIN their financial objectives and to PROTECT their wealth.

A beautiful day at Woodside Plantation for the 40th Annual Jernigan Memorial Golf Tournament. Harrison Catalano, Mac, Ge...
05/12/2026

A beautiful day at Woodside Plantation for the 40th Annual Jernigan Memorial Golf Tournament. Harrison Catalano, Mac, Gene, and Levi Hill played in support of this year's mission, funding low-dose CT lung cancer screenings for underinsured & uninsured patients through the Piedmont Augusta Foundation. Forty years of meaningful impact in our community.

Gene, Mac, Catherine, Pat and Ted Hanson participated in the Heroes for Hope 5K benefitting Child Enrichment this past S...
04/20/2026

Gene, Mac, Catherine, Pat and Ted Hanson participated in the Heroes for Hope 5K benefitting Child Enrichment this past Saturday on the Augusta Canal. They pushed a couple of young ladies with reduced mobility using Kartus all-terrain wheelchairs. The chairs were acquired through the generosity of 100 Men Who Care and AP Wealth. If you’d like to participate in future races or contribute to increasing our fleet of chairs, please contact Pat Fair at [email protected]

childenrichment.org

AP Wealth helped to support Child Enrichment by participating in the Chip In for Children golf tournament on March 27th....
03/30/2026

AP Wealth helped to support Child Enrichment by participating in the Chip In for Children golf tournament on March 27th. It was a beautiful day to raise money for such an important organization. Last year, Child Enrichment served 1637 children that had suffered from some type of abuse. Tom, Pat, David Selby and Cameron Nixon thoroughly enjoyed the day. Great work Child Enrichment!

The APWM Team recently celebrated the wedding of Tom's daughter in Greeneville, SC.  What a special weekend!  So much lo...
03/02/2026

The APWM Team recently celebrated the wedding of Tom's daughter in Greeneville, SC. What a special weekend! So much love and joy for The O'Gorman family and especially the newlyweds, Aaron and Emily. Congratulations!

100 Men Who Care of Augusta’s most recent donations were presented to Garrett Elementary and the Hale Foundation. 100 Me...
02/04/2026

100 Men Who Care of Augusta’s most recent donations were presented to Garrett Elementary and the Hale Foundation. 100 Men Who Care raises money for those in need in our local community. Clayton, Pat, Gene, and Tom are all members as well as several of our clients. If you’d like more information, please email Tom.

Timely year-end advice from Morningstar.
12/05/2025

Timely year-end advice from Morningstar.

Close your financial year by prepping your investments for tax season.

10/31/2025

Recently, a few of our clients have reported increasingly sophisticated scamming attempts.

There are many warning signs for scams. A few of them are:

• Pressure to act immediately
• Request for personal information
• Payments via unusual methods such as gift cards or wire
transfers
• Contact about prizes or problems with accounts
Actions to take if a scam is suspected:
• Hang up or ignore messages
• Do not click links or provide information
• Verify any proposition independently
• Trust your instincts – if it sounds too good to be true, it is

We highly recommend freezing your credit to prevent scammers from opening unauthorized accounts.

Credit Freeze Sites:

https://www.experian.com/help/credit-freeze/

https://www.equifax.com/personal/credit-report-services/credit-freeze/

https://freeze.transunion.com/sf/securityFreeze/landingPage.jsp

https://www.innovis.com/securityFreeze/index

https://www.chexsystems.com/security-freeze/information

What an amazing weekend! The Bulls soccer team, who occasionally use the tree house for team-building activities, brough...
10/08/2025

What an amazing weekend! The Bulls soccer team, who occasionally use the tree house for team-building activities, brought home a championship from a tournament in Columbia, SC! Coach Clayton had a blast celebrating the victory with his son Cam and the rest of the team!

The AP Wealth team enjoyed spending time at the Augusta GreenJackets game last week.  Looks like Auggie had a little too...
08/27/2025

The AP Wealth team enjoyed spending time at the Augusta GreenJackets game last week. Looks like Auggie had a little too much fun! ⚾️😎

Last week, the AP Wealth team & their families enjoyed a fun & relaxing outing at Top Golf. It was a great opportunity f...
06/30/2025

Last week, the AP Wealth team & their families enjoyed a fun & relaxing outing at Top Golf. It was a great opportunity for everyone to unwind, connect outside the office, & share a few laughs (& maybe a few competitive swings!). Events like these remind us how important it is to build strong relationships—not only as colleagues, but as a work family.

Address

1100 Frazier Drive
Augusta, GA
30909

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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