AP Wealth Management of Martinez

AP Wealth Management of Martinez is a financial planner in Martinez, GA. The firm operates as a fee-only fiduciary practice specializing in retirement and financial planning for local residents. It serves clients across the United States, offering personalized financial management solutions that focus on attaining financial objectives, building wealth, and protecting legacy. The firm has been helping clients reach their financial goals and protect their wealth since 2011. It holds a rating of 5.00 based on available reviews.

The firm is a Registered Investment Advisor regulated by the SEC, which holds it to higher standards of client care than stockbrokers and broker-dealers. Client assets are held by Charles Schwab & Co., Inc., a custodian that has served independent advisors for more than 30 years. The team includes experienced financial advisors such as Eugene F. McManus, CPA, CFP, Pat Fair, CFP, Tom O'Gorman, MBA, Clayton Quamme, CFP, and Mac McManus, CPA, CFP, PFS. The firm collaborates with clients' accountants and attorneys to create comprehensive plans that address investment management, financial planning, and tax and estate planning.

AP Wealth Management of Martinez is located at 1100 Frazier Dr.

The firm emphasizes transparency and excellence as core values, prioritizing client objectives over institutional initiatives. It provides a comprehensive system designed to guide the collaborative process of managing client finances.

AP Wealth Management of Martinez stands out in Martinez, GA, by combining long-term partnership with specialized expertise in retirement and wealth protection.