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Eugene M

CFP®

Augusta, GA

AP Wealth Management

Eugene Mc Manus III is a CFP® professional at AP Wealth Management with experience beginning in 2026. Prior to joining AP Wealth Management, he spent ten years at PricewaterhouseCoopers LLP. AP Wealth Management provides fee-only financial planning and investment management services primarily for high-net-worth individuals and families, as well as institutional clients such as charitable organizations and retirement plans. The firm employs an asset-allocation approach segmented into client-specific categories and includes a range of investment vehicles from mutual funds and ETFs to structured notes and non-public REITs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Real estate investing
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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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Real estate investing
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Thomas O

Series 65

Augusta, GA

AP Wealth Management

Thomas O’Gorman is a financial advisor with AP Wealth Management and holds a Series 65 credential. He has 11 years of industry experience, including roles at Augusta Capital Investors and Equus Management. Since 2016, he has been with AP Wealth Management, a team of five advisors based in Augusta, GA. AP Wealth Management provides fee-only financial planning and investment management for high-net-worth individuals, families, and institutional clients. The firm employs a client-specific asset allocation framework that uses a variety of investment vehicles, including structured notes and non-public REITs, and offers services such as ERISA 3(38) investment management and plan advisory.

Wealth management Retirement plans for business owners (SEP, solo 401k) Real estate investing
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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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Real estate investing
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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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Real estate investing
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