Check Out Our Full Suite of Services
We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.
Crafting retirement income strategies is a cornerstone of our services. We analyze your savings, pension plans and Social Security to help create a reliable income stream for retirement. Our objective is to help optimize your financial resources, helping you enjoy a more comfortable and sustainable lifestyle.
We can help you evaluate your current IRAs and 401(k)s to determine if a rollover is appropriate for your situation. Whether you’re looking to access the tax-advantaged options a Roth IRA provides, to consolidate accounts or to explore other savings avenues, we can help.
We’re committed to helping reduce your tax burden through proactive planning and the implementation of tax-efficient strategies. Our team stays informed on the latest tax laws to identify opportunities that can help save you money. We work diligently to keep your investments and financial activities structured as tax-efficient as possible.
Asset preservation is important for maintaining the longevity of your wealth. Our firm implements strategies aimed at preserving your assets against erosion due to inflation, taxes or market volatility. We focus on creating a strategy to help protect your current financial status and your legacy.
Our wealth management service provides a comprehensive approach to managing your financial affairs. We develop a personalized strategy that encompasses investment management, income planning and tax-efficient strategies. Our goal is to help optimize your financial portfolio, adapt to changes in your life circumstances and work towards your long-term objectives effectively.
How you approach your financial planning today defines what your legacy to your loved ones will look like after you’re gone. We can help you understand and employ strategies to help ensure your assets are passed to those people or causes you love.
Insurance products are offered through the insurance business Agape Wealth LLC. Agape Wealth LLC is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Agape Wealth LLC are not subject to Investment Advisor requirements. AEWM and Agape Wealth LLC are not affiliated companies.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Agape Wealth LLC is not affiliated with or endorsed by the U.S. Government or any governmental agency.
Investing in Our Community
At Agape Wealth, we believe true wealth is measured not just in finances, but in the positive impact we create together. We're passionate about creating real connections and supporting causes that truly matter to our community. We're also proud to support initiatives that bring growth, hope and strength to our local community.
Through meaningful partnerships with nonprofits, sponsorship of community events and hands-on volunteering, we aim to build lasting relationships and create real change.
By collaborating with those who share our vision, we can work toward a brighter, more compassionate future for everyone. Together, we’re not just investing in today—we’re building the foundation for a better tomorrow.
Mississippi Gulf Coast Symphony is not affiliated with Agape Wealth, LLC or AE Wealth Management (AEWM). Any media logos and/or trademarks contained herein are the property of their respective owners, and no endorsement by those owners of Heidi Ardis or Agape Wealth, LLC is stated or implied. The inclusion of this logo does not represent a partnership, sponsorship, or recommendation of financial services. 4968002 - 3/25