# LLMs.txt - Sitemap for AI content discovery # Learn more:https://www.wealth.aprio.com/ai-sitemap/ # Aprio Wealth Management > Let's define the future together --- ## Pages - [AI Sitemap (LLMs.txt)](https://www.wealth.aprio.com/ai-sitemap/): What is LLMs. txt? LLMs. txt is a simple text-based sitemap for Large Language Models like ChatGPT, Perplexity, Claude, and... - [Aprio Wealth Management Disclosures](https://www.wealth.aprio.com/aprio-wealth-management-disclosures/): IMPORTANT DISCLOSURE INFORMATIONInvestment advisory services are offered through Aprio Wealth Management, LLC, an SEC-registered investment advisor. Aprio Wealth Management, LLC... - [Contact Us](https://www.wealth.aprio.com/contact-us/): If you are ready for a better wealth management experience, let’s talk. Fill out the form on this page and... - [Client Experience](https://www.wealth.aprio.com/client-experience/): Aprio advisors create strategies, share information and coordinate activities across the key services that impact your wealth. Effective wealth management... - [Planning With Clarity & Confidence](https://www.wealth.aprio.com/planning-with-clarity-confidence/): Clarity – A visual understanding of your financial picture We leverage a secure personal financial portal to provide a single... - [Investment Approach](https://www.wealth.aprio.com/investments-and-client-experience/): Goal-oriented investment approach We focus on outcomes.   Our coordinated approach enables us to understand how to better align your... - [About Us](https://www.wealth.aprio.com/about-us/): About Us Since the founding of our affiliated CPA firm, Aprio, LLP, in 1952, the Aprio companies have focused on... - [Aprio Wealth Home Page](https://www.wealth.aprio.com/aprio-wealth-home-page/): Uncover key insights and investment opportunities for navigating the evolving economic landscape in 2025 and beyond. Today everyone needs advisors.... - [Privacy Policy](https://www.wealth.aprio.com/privacy-policy-2/): Aprio Wealth Management, LLC CUSTOMER INFORMATION PRIVACY POLICY At Aprio Wealth Management, LLC, we are committed to maintaining the confidentiality, integrity and security ofnonpublic personal information... ## Posts - [Life Work Fulfillment](https://www.wealth.aprio.com/life-work-fulfillment/): Life / Work Fulfillment - [Community Service](https://www.wealth.aprio.com/community-service/): Community Service Lorem ipsum dolor sit amet, consectetur adipiscing elit. Phasellus feugiat ultrices venenatis. Integer pellentesque laoreet urna, vitae molestie... - [Continuous Learning](https://www.wealth.aprio.com/continuous-learning/): Continuous Learning Lorem ipsum dolor sit amet, consectetur adipiscing elit. Phasellus feugiat ultrices venenatis. Integer pellentesque laoreet urna, vitae molestie... - [Our Culture](https://www.wealth.aprio.com/our-culture/): Our Culture Lorem ipsum dolor sit amet, consectetur adipiscing elit. Phasellus feugiat ultrices venenatis. Integer pellentesque laoreet urna, vitae molestie... --- # # Detailed Content ## Pages ### AI Sitemap (LLMs.txt) - Published: 2025-04-13 - Modified: 2025-04-13 - URL: https://www.wealth.aprio.com/ai-sitemap/ What is LLMs. txt? LLMs. txt is a simple text-based sitemap for Large Language Models like ChatGPT, Perplexity, Claude, and others. It helps AI systems understand and index your public content more effectively. This is the beginning of a new kind of visibility on the web — one that works not just for search engines, but for AI-powered agents and assistants. You can view your AI sitemap at: https://www. wealth. aprio. com/llms. txt Why it's important Helps your content get discovered by AI tools Works alongside traditional SEO plugins Updates automatically as your content grows --- ### Aprio Wealth Management Disclosures - Published: 2020-06-03 - Modified: 2024-11-20 - URL: https://www.wealth.aprio.com/aprio-wealth-management-disclosures/ IMPORTANT DISCLOSURE INFORMATIONInvestment advisory services are offered through Aprio Wealth Management, LLC, an SEC-registered investment advisor. Aprio Wealth Management, LLC (“Aprio WM”) is an SEC Registered Investment Advisor located in Atlanta, GA. Aprio, LLP’s website is mainly for information disseminated by Aprio LLP. The information pertaining to Aprio WM is intended as general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Aprio’s website on the Internet should not be construed by any consumer and/or prospective client as Aprio WM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Aprio WM with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration statuses of Aprio WM, please contact the SEC or the state securities regulators for those states in which Aprio WM maintains a notice filing. A copy of Aprio WM’s current Form ADV Part 2A (disclosure brochure) discussing Aprio WM’s business operations, services, and fees is available on the SEC website at www. sec. gov or from Aprio WM upon request. Aprio WM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Aprio WM’s website... --- ### Contact Us - Published: 2019-12-05 - Modified: 2024-12-18 - URL: https://www.wealth.aprio.com/contact-us/ If you are ready for a better wealth management experience, let’s talk. Fill out the form on this page and we’ll get back to you within 24 hours. --- ### Client Experience - Published: 2019-12-05 - Modified: 2023-09-27 - URL: https://www.wealth.aprio.com/client-experience/ Aprio advisors create strategies, share information and coordinate activities across the key services that impact your wealth. Effective wealth management requires coordinated ongoing collaboration between your investment advisor, tax advisor and financial planner. Why? Because investment activity can impact your taxes. The taxes you owe impact your financial planning. And your investment strategy, assets and liabilities influence financial planning decisions. Aprio’s coordinated approach delivers better advice that considers all aspects of your financial life. Plus, the convenience gives you more time to do the things you truly enjoy. Integrated Services Understanding your current financial situation, setting goals and planning for the future. Serving you as a fiduciary, we provide long term goal-oriented investment strategies. Coordinated tax planning that considers every aspect of your wealth. Preserve your legacy through trusts, basis step-up, discounting and the smart timing of gifts. Develop and execute a charitable giving strategy that best serves the causes you hold dear. Does your current financial advisor collaborate with your tax advisor throughout the year? --- ### Planning With Clarity & Confidence - Published: 2019-12-05 - Modified: 2020-06-03 - URL: https://www.wealth.aprio.com/planning-with-clarity-confidence/ Clarity – A visual understanding of your financial picture We leverage a secure personal financial portal to provide a single view of all of your financial accounts, assets and liabilities, as well as access to all of your important financial documents. Visual dashboards enable real-time collaboration between you and your Aprio advisors, providing a visual understanding of your current financial position. Confidence – Turning “what if” into “what’s next” Life comes with a lot of “what if” questions. “What if I sell my business next year? What if I want to retire early? What if we buy a bigger house? ... What if we send our kids to private school? ” We are able to explore scenarios and “what if” questions with ease, so you can: Life never moves in a straight line and things change, so we stay connected with our clients throughout the year. Here is an example of how we help you stay on track and what you can expect: We update your balance sheet with any changes that might have occurred since our last meeting. We discuss cashflow projections and goals for the year ahead. We discuss any adjustments needed to take advantage of year-end tax opportunities, like charitable giving. We also look at longer term strategy. Throughout the year we provide quarterly investment reports that make it easy to see how your portfolio is performing. And of course, we are always available to answer questions. Get the financial clarity and confidence you need to follow... --- ### Investment Approach - Published: 2019-12-05 - Modified: 2020-02-06 - URL: https://www.wealth.aprio.com/investments-and-client-experience/ Goal-oriented investment approach We focus on outcomes.   Our coordinated approach enables us to understand how to better align your risk profile and strategy to meet your goals. Aprio Wealth Management, LLC is a fee only Registered Investment Advisory. We serve our clients as fiduciaries. Life never moves in a straight line and things change, so we stay connected with our clients throughout the year. Here is an example of how we help you stay on track and what you can expect:Spring tax planning and preparation meeting We update your balance sheet with any changes that might have occurred since our last meeting. We discuss cashflow projections and goals for the year ahead. Fall planning meeting We discuss any adjustments needed to take advantage of year-end tax opportunities, like charitable giving. We also look at longer term strategy. Quarterly reports Throughout the year we provide quarterly investment reports that make it easy to see how your portfolio is performing. And of course, we are always available to answer questions. Experience and better way to manage your wealth. --- ### About Us - Published: 2019-12-05 - Modified: 2025-02-28 - URL: https://www.wealth.aprio.com/about-us/ About Us Since the founding of our affiliated CPA firm, Aprio, LLP, in 1952, the Aprio companies have focused on helping our clients make more money and keep more of the money they make. Aprio Wealth Management continues this tradition. We are committed to investing in the best talent and technology to provide you the very best service experience. Meet the Team Our relationship with you and the faith that our clients place in Aprio, inspire us and motivate our actions every day. --- ### Aprio Wealth Home Page - Published: 2019-12-04 - Modified: 2025-02-03 - URL: https://www.wealth.aprio.com/aprio-wealth-home-page/ Uncover key insights and investment opportunities for navigating the evolving economic landscape in 2025 and beyond. Today everyone needs advisors. However, acting on their advice shouldn’t create more work for you. At Aprio, our advisory teams collaborate to provide you: Coordinationof advisory activities in a timely and efficient fashionClarityto understand how each aspect of your financial picture effects the othersConfidencethat you have the information you need to take actionFinancial planning and investment management that delivers coordination, clarity and confidence. --- ### Privacy Policy - Published: 2019-05-22 - Modified: 2020-06-03 - URL: https://www.wealth.aprio.com/privacy-policy-2/ Aprio Wealth Management, LLC CUSTOMER INFORMATION PRIVACY POLICY At Aprio Wealth Management, LLC, we are committed to maintaining the confidentiality, integrity and security ofnonpublic personal information provided and entrusted to us, by you, in order for us to provide thorough financial and planning services to you, our client. When you provide personal information to us, we believe you should be aware of ourpolicies to protect the confidentiality of that information. The following information summarizes the privacy policy of Aprio Wealth Management, LLC as to the collection, use,retention, and security of your nonpublic personal information. We may collect certain nonpublic personal information about you, but only when that information is provided by youor is obtained by us with your authorization, for the purpose of offering or furnishing services to you. We use thatinformation to evaluate your financial situation and may also use it to provide various tax and financial planning servicesand products to you at your request. The types of nonpublic information we may collect from you can be obtained from interviews, phone calls with you, lettersor e-mails, prior and current tax returns you have provided us, financial statements and planning organizersapplications and other forms or communications including: Name, address, social security number and asset, liability and income information; Information about your investment history including your transactions with us and our affiliatedcompanies; and Information you have authorized us to obtain from others, including but not limited to, brokerage orother financial We may share personal information about you among our affiliates to offer or provide further products and... --- ## Posts ### Life Work Fulfillment - Published: 2019-05-21 - Modified: 2019-05-21 - URL: https://www.wealth.aprio.com/life-work-fulfillment/ - Categories: Video Posts - Formats: Video Life / Work Fulfillment --- ### Community Service - Published: 2019-04-20 - Modified: 2019-05-21 - URL: https://www.wealth.aprio.com/community-service/ - Categories: Video Posts - Formats: Video Community Service Lorem ipsum dolor sit amet, consectetur adipiscing elit. Phasellus feugiat ultrices venenatis. Integer pellentesque laoreet urna, vitae molestie tortor lacinia vel. Cras dui massa, gravida ac condimentum sed, pulvinar id sem. In hac habitasse platea dictumst. Nunc sed ligula bibendum, tristique nunc et, posuere eros. Nunc eget eleifend tellus. Maecenas vehicula, sapien in dictum pretium, dui lectus sollicitudin arcu, at ultricies nulla ligula eget dui. Integer malesuada justo lectus, at auctor eros dictum ac. Etiam sed ornare augue. Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos himenaeos. Duis ut tortor sit amet dolor facilisis cursus. Morbi imperdiet massa eget est convallis lacinia. In porttitor porta purus, ac euismod dolor tempus et. Duis bibendum magna et cursus mollis. Morbi rutrum venenatis eleifend. Praesent tempor id mauris et sagittis. In semper turpis sem, sed porttitor nisi accumsan nec. Mauris tempus tempor bibendum. Sed vitae erat felis. Curabitur tempus elit eu gravida pellentesque. Etiam non ex nec metus egestas maximus. Sed consequat tortor vel aliquam consectetur. Donec dignissim velit quis neque tempor interdum. --- ### Continuous Learning - Published: 2019-04-19 - Modified: 2019-05-21 - URL: https://www.wealth.aprio.com/continuous-learning/ - Categories: Video Posts - Formats: Video Continuous Learning Lorem ipsum dolor sit amet, consectetur adipiscing elit. Phasellus feugiat ultrices venenatis. Integer pellentesque laoreet urna, vitae molestie tortor lacinia vel. Cras dui massa, gravida ac condimentum sed, pulvinar id sem. In hac habitasse platea dictumst. Nunc sed ligula bibendum, tristique nunc et, posuere eros. Nunc eget eleifend tellus. Maecenas vehicula, sapien in dictum pretium, dui lectus sollicitudin arcu, at ultricies nulla ligula eget dui. Integer malesuada justo lectus, at auctor eros dictum ac. Etiam sed ornare augue. Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos himenaeos. Duis ut tortor sit amet dolor facilisis cursus. Morbi imperdiet massa eget est convallis lacinia. In porttitor porta purus, ac euismod dolor tempus et. Duis bibendum magna et cursus mollis. Morbi rutrum venenatis eleifend. Praesent tempor id mauris et sagittis. In semper turpis sem, sed porttitor nisi accumsan nec. Mauris tempus tempor bibendum. Sed vitae erat felis. Curabitur tempus elit eu gravida pellentesque. Etiam non ex nec metus egestas maximus. Sed consequat tortor vel aliquam consectetur. Donec dignissim velit quis neque tempor interdum. --- ### Our Culture - Published: 2019-04-17 - Modified: 2019-05-21 - URL: https://www.wealth.aprio.com/our-culture/ - Categories: Video Posts Our Culture Lorem ipsum dolor sit amet, consectetur adipiscing elit. Phasellus feugiat ultrices venenatis. Integer pellentesque laoreet urna, vitae molestie tortor lacinia vel. Cras dui massa, gravida ac condimentum sed, pulvinar id sem. In hac habitasse platea dictumst. Nunc sed ligula bibendum, tristique nunc et, posuere eros. Nunc eget eleifend tellus. Maecenas vehicula, sapien in dictum pretium, dui lectus sollicitudin arcu, at ultricies nulla ligula eget dui. Integer malesuada justo lectus, at auctor eros dictum ac. Etiam sed ornare augue. Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos himenaeos. Duis ut tortor sit amet dolor facilisis cursus. Morbi imperdiet massa eget est convallis lacinia. In porttitor porta purus, ac euismod dolor tempus et. Duis bibendum magna et cursus mollis. Morbi rutrum venenatis eleifend. Praesent tempor id mauris et sagittis. In semper turpis sem, sed porttitor nisi accumsan nec. Mauris tempus tempor bibendum. Sed vitae erat felis. Curabitur tempus elit eu gravida pellentesque. Etiam non ex nec metus egestas maximus. Sed consequat tortor vel aliquam consectetur. Donec dignissim velit quis neque tempor interdum. ---