Advisors at this firm
Eugene M
CFP®
Augusta, GA
AP Wealth Management
Eugene Mc Manus III is a CFP® professional at AP Wealth Management in Augusta, GA, with over a decade of experience including ten years at PricewaterhouseCoopers LLP and a year at Wake Forest University. He has been with AP Wealth Management since 2026. AP Wealth Management provides fee-only financial planning and discretionary and non-discretionary investment management primarily for high-net-worth individuals and families, as well as institutional clients like charitable organizations and employer retirement plans. The firm employs an asset-allocation framework tailored to client-specific risk/reward profiles, utilizing a diverse range of investment vehicles including mutual funds, ETFs, structured notes, and non-public REITs.
Clayton Q
CFP®, Series 66
Augusta, GA
AP Wealth Management
Clayton Quamme is a CFP® with nine years of industry experience, currently serving as a financial advisor at AP Wealth Management in Augusta, GA. He previously worked at Calvary Wealth, LLC for six years and has served as an intelligence officer in the US Army Reserves since 2012. AP Wealth Management provides fee-only financial planning and investment management primarily for high-net-worth individuals, families, and institutional clients. The firm employs an asset-allocation framework tailored to client risk profiles and offers services including ERISA 3(38) management and plan advisory, utilizing a range of investment vehicles from mutual funds to structured products.
Thomas O
Series 65
Augusta, GA
AP Wealth Management
Thomas O’Gorman is a financial advisor at AP Wealth Management with 10 years of industry experience. He holds a Series 65 designation and has worked at Augusta Capital Investors and AP Wealth Management since 2016, following four years at Equus Management. AP Wealth Management provides fee-only financial planning and investment management primarily for high-net-worth individuals, families, and institutional clients. The firm uses an asset-allocation framework tailored to client risk profiles and offers services including ERISA 3(38) investment management and plan advisory.
Eugene M
CFP®, PFS™, Series 63, Series 65
Augusta, GA
AP Wealth Management
Eugene Mcmanus is a CFP® and PFS™ credentialed advisor with 22 years of industry experience. He is a managing member of AP Wealth Management in Augusta, GA, where he has worked since 2011. Prior to that, he spent six years at Augusta Capital Investors, LLC. AP Wealth Management is a team-based firm serving high-net-worth individuals, families, and institutional clients with fee-only financial planning and investment management. The firm employs a client-specific asset-allocation framework and offers services including ERISA 3(38) investment management and plan advisory.
William F
CFP®, Series 63, Series 65
Augusta, GA
AP Wealth Management
William Fair is a CFP® professional with 22 years of industry experience. He has worked at AP Wealth Management since 2011 and previously was affiliated with Augusta Capital Investors, LLC and Augusta Capital Management, LLC. Fair holds Series 63 and Series 65 licenses and maintains a non-variable insurance license outside of his advisory role. AP Wealth Management is a team-based firm serving high-net-worth individuals, families, and institutional clients with fee-only financial planning and investment management. The firm employs a multi-bucket asset allocation strategy across a range of investment vehicles and provides specialized services including ERISA 3(38) investment management and participant education for qualified plans.