AP Wealth Management
Managing Partner, Financial Advisor
Collaborative Financial Stewardship with Your Life at the Center
Gene McManus is a fee-only financial planner based in Augusta, GA and serving clients across the United States. He is managing partner of 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, Gene is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.
Gene McManus is an Augusta, GA fee-only financial planner with AP Wealth Management
As a partner and advisor with a Registered Investment Advisor group, I serve as a fiduciary for my clients – this means that I will act in their best interests and do not have pressure to serve corporate initiatives. I help clients best when we develop a complete financial picture using The Lifetime Financial Solution™. The Lifetime Financial Solution™ is a unique process we developed to simplify our clients’ financial lives.
Because of my holistic approach to financial planning and investment management, my commitment to community relationship building and collaboration with my clients’ attorneys and accountants, my clients are given a truly collaborative approach to managing their financial lives. My clients can expect that I will do everything I can to understand their financial goals, and I will work to help them achieve each one. I strive to provide uniquely crafted, personalized financial management solutions that empower my clients to attain their financial objectives, build their wealth, and protect their legacy while embracing the highest standard of excellence.
Through 20 years as a Certified Public Accountant (CPA), I have developed a vast breadth of knowledge in tax and estate planning. Utilizing this background in helping my firm and clients understand tax implications of certain investment decisions has been fundamental to our firm’s success.
I believe there is no “I” in team. Our team is integral to my success and my clients’ success. I also believe that most people can be good at something, but in order to be truly excellent, you need a coach. So, I work with a coach regularly to gain insight so that I can better serve my clients and our team.
I’m also actively involved in the George & Dorothy Walton Award – an annual award given to a couple who has dedicated their lives to serving their community locally in the CSRA.
I’ve enjoyed the ups and downs of my career in financial planning and investment management – and don’t ever plan on truly retiring, although I’m grateful for my team and a strong succession plan for AP Wealth Management. Everyone who knows me, knows I need a “game” to keep me sharp and involved. So, I expect my clients will see me in the AP Wealth Office most mornings (I’m a shameless morning person!) for decades to come.
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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- Retirement Withdrawal Strategies
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- People with $1M+ in Investable Assets
- Complicated financial Situations
- Multi-Generational Wealth Planning
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Gene McManus 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.
Gene McManus is a Certified Public Accountant (Learn More)
Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.
Contact Gene McManus
1100 Frazier Drive
Augusta, GA 30909