Clayton Quamme

CFP®

AP Wealth Management

Partner, Financial Advisor

Contact Me

Clayton Quamme

CFP®

AP Wealth Management

Partner, Financial Advisor

I help you simplify your financial life. Personal finances are complicated to start with, so I work hard at simplifying the entire process by focusing and prioritizing the things you can do to improve your financial situation. You want to optimize, not complicate your financial situation! - Clayton Quamme, CFP®

Contact Me

706-364-4281

Website

Collaborative Financial Stewardship with Your Life at the Center

Clayton Quamme is a Augusta, GA fee-only financial planner. AP Wealth Management provides comprehensive financial planning using The Lifetime Financial Solution™, investment management, and tax and estate planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Clayton Quamme is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

 

Clayton Quamme is a fee-only financial planner based in Augusta, GA and serving clients across the United States. He is a financial advisor at AP Wealth Management, an independent registered investment advisory firm that provides comprehensive financial planning through The Lifetime Financial Solution™, investment management, and tax and estate planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Clayton is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.

Clayton Quamme joined AP Wealth Management as a fee-only financial planner in 2019 bringing with him over a decade of experience working as a financial planner and investment advisor. Clayton is passionate about the commission-free business model that allows him to sit on the same side of the table as the client, serving as a fiduciary for them. 

Clayton also currently serves in the Georgia National Guard US Army as an Intelligence Officer. He has served our country in both active duty and in the reserves. This experience influenced his passion for a disciplined approach when it comes to setting life goals, financial planning, and investment decisions.

I help clients simplify their financial lives. Personal finances are complicated to start with, so I work hard at simplifying the entire process by focusing and prioritizing the things they can do to improve their financial situation. We want to optimize, not complicate the financial situation.

Clayton views wealth as more than just the tangible asset or number seen on a net worth statement. He believes it’s deeper than that. “Understanding the numbers is certainly important, but to truly measure wealth, we must consider intangible items like being able to invest time in your family and community, and leaving a worthwhile legacy to future generations,” Clayton adds.

When he’s not in the office, Clayton enjoys working out and staying active as much as possible. This includes making memories with his wife and two kids by traveling, playing board games, camping, and spending time on Clarks Hill Lake.  He also enjoys playing golf and racquetball, fishing, hunting, and reading. He starts his day with an F3 workout (along with fellow AP Wealth Advisor, Pat Fair) — something he says always makes the week better!

Clayton’s personal motto for life is “Press On!” which leads to one of the most unusual things on his bucket list – to hike the full Appalachian Trail, all 2000+ miles of it – which usually takes 5-7 months to complete.

Clayton Quamme is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

If you are looking for a strong, long-term partnership but 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.

It could be that you have already achieved significant success and are looking for a better financial management partner. Perhaps you have recently sold a business and have new assets to invest or you have recently inherited wealth.

Possibly, you are nearing retirement and want to ensure a smooth transition – one filled with all the resources you need to live the life you envision, with the potential to pass down a legacy to the next generation.

Maybe you’re earlier in your career and starting to build for the future. If you are unsure where to begin and could use some professional advice, the good news is at AP Wealth Management, you do not have to be wealthy to begin a relationship with our team. If you expect your investable assets to grow to $1 million or more, we’d like to speak with you and explore the possibilities to help you realize your dreams and goals.

AP Wealth Management provides uniquely crafted, personalized financial management solutions that empower our clients to attain their financial goals, build their wealth, and protect their legacy. We do this through our 3 Core Services:

  • Financial Planning
  • Investment Management
  • Tax & Estate Planning

Our clients have access to The Lifetime Financial Solution™, a comprehensive system designed to guide us as we work together to help you achieve what you want in life.

If you see yourself as a good steward of resources, and want to make the biggest impact with your time, talents and money – in the community, for your family, within civic and church groups, and as a charitable booster and/or cause-supporter  – then you’ve come to the right place. AP Wealth is passionate about these more meaningful life pursuits, too.

Having sufficient resources to, ultimately, do what you want to do, go where you want to go, live life without financial worry, and contribute to your heart’s content is what good financial stewardship provides.

Let us put your life at the center of a thoughtful, purposeful plan.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Investment Management
  • Comprehensive Financial Planning
  • Retirement Income Planning
  • College Education Planning
  • Small Business 401(k) Retirement Planning
  • Small Business Cash Balance Planning
  • Tax Planning
  • Estate Planning
  • Insurance Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • People Experiencing Life Transitions (Divorce, Death of a Loved One, etc.)
  • Business Owners and Executives
  • Sudden Money Situations
  • Complicated Financial Situations
  • Multi-Generational Wealth Planning

Working Together

  • Long-Term Relationships
  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation
  • Prioritized Action Items

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Clayton Quamme is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Clayton Quamme is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Clayton Quamme

706-364-4281

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Office Locations:

  • 1100 Frazier Dr
    Augusta, GA 30909
  • 1201 Main Street
    Suite 1980
    Columbia, SC 29201

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