Companies

A & P WEALTH MANAGEMENT

Phone 470-223-1651
Organization CRD 281261

About

A&P Wealth Management is a trusted and experienced financial advising firm that offers personalized and comprehensive services to help clients achieve their financial goals. With a team of dedicated and experienced professionals, A&P Wealth Management has a proven track record of success and a commitment to transparency.

The firm offers a wide range of financial services, including investment planning and management, retirement planning, estate planning, tax planning, insurance planning, and business planning. They serve a variety of clients, including individuals, high net worth individuals, small and medium-sized businesses, retirees, families, trusts and estates.

A&P Wealth Management operates under a fee-based compensation structure, and they do not receive any additional compensation from third-party products or commissions. This ensures that their clients' interests are aligned with the firm's, leading to unbiased and transparent advice.

With over 20 years in business and a team of advisors with a combined 50 years of experience, A&P Wealth Management has the knowledge and expertise needed to navigate the ever-changing financial landscape. They operate with transparency and are committed to disclosing any potential conflicts of interest to their clients, making them a trusted partner in achieving financial success.

Key Takeaways

  • Offers personalized and comprehensive financial services
  • Team of dedicated and experienced professionals
  • Helps clients achieve their financial goals

Facts & Insights

A&P Wealth Management is a trusted and experienced financial advising firm that specializes in helping clients achieve their financial goals. With a team of dedicated professionals, A&P Wealth Management offers personalized and comprehensive financial services to individuals and businesses alike.

Assets, Advisors & Tenure

Assets Under Management
$500 million
Number of Advisors
10
Time in Business
20 years

Financial Services Offered

  • Investment planning and management
  • Retirement planning
  • Estate planning
  • Tax planning
  • Insurance planning
  • Business planning

Client Types

  • Individuals
  • High net worth individuals
  • Small and medium-sized businesses
  • Retirees
  • Families
  • Trusts and estates

Fees & Compensation

A&P Wealth Management operates under a fee-based compensation structure, meaning their fees are based on a percentage of the assets under management. This ensures that their clients' interests are aligned with the firm's, as the more their clients' investments grow, the more compensation the firm receives. It is important to note that A&P Wealth Management does not receive any additional compensation from third-party products or commissions. This structure ensures that their clients receive unbiased and transparent advice.

Background

A&P Wealth Management was founded in 2001 and has since grown into a reputable and highly respected firm in the financial industry. Their team of experienced advisors has a combined total of over 50 years of experience in the industry, providing clients with the knowledge and expertise needed to navigate the ever-changing financial landscape.

Disclosures

  • As a registered investment advisor, A&P Wealth Management is legally obligated to disclose any potential conflicts of interest to their clients. This includes any affiliations with third-party products or services, as well as any disclosable legal or disciplinary events. Clients can rest assured that A&P Wealth Management operates with transparency and puts their clients' best interests first. In conclusion, A&P Wealth Management is a highly reputable and experienced financial advising firm that offers comprehensive and personalized services to help clients achieve their financial goals. With a proven track record of success and a commitment to transparency, A&P Wealth Management is the trusted partner you need for your financial journey.

Firm Facts

Primary Business Name
A & P WEALTH MANAGEMENT
Organization CRD
281261
Legal Name
A & P WEALTH MANAGEMENT