Alliance Global Partners of the Lowcountry

Alliance Global Partners of the Lowcountry Simple and elegant financial freedom so you can focus on the ones you love and causes you care about.

Securities and Investment Advisory Services offered through A.G.P. / Alliance Global Partners, a Registered Investment Adviser, member FINRA/SIPC.

☀️ Before you dive into summer plans, consider giving your finances a midyear checkup.While year-end reviews get most of...
06/12/2026

☀️ Before you dive into summer plans, consider giving your finances a midyear checkup.

While year-end reviews get most of the attention, the middle of the year can be the perfect time to:

✔️ Revisit your financial goals
✔️ Review spending and cash reserves
✔️ Evaluate investment risk
✔️ Assess debt obligations
✔️ Rebalance your portfolio
✔️ Explore tax-saving opportunities

A quick review now can help ensure you’re on track for the rest of the year—and identify opportunities you may not want to wait until December to address.
Read more: https://agplowcountry.com/wealth-report/start-your-summer-with-a-midyear-financial-checkup/

06/09/2026

On this episode of Defining Wealth: Beyond the Numbers, Tom Dowling sits down with Michael Fleenor, CPA and Accredited in Business Valuation professional, for a conversation about business, leadership, and the value of trusted relationships.Michael shares insights from his experience advising privately held businesses, nonprofit organizations, and individuals on tax planning, business valuation, and financial matters. Together, they discuss the importance of relationships, perspective, and helping clients navigate important decisions with confidence.We hope you enjoy this conversation about defining wealth beyond the numbers. https://youtu.be/OlelHddh1Pw?si=HbrgR0Rf31w1EWJQ 🎧 Listen on Apple Podcasts and Spotify📺 Watch on YouTube🌐 Learn more at AGPofTheLowcountry.com

06/03/2026

On this episode of Defining Wealth: Beyond the Numbers, Tom Dowling sits down with Attorney Ben Shelton to discuss leadership, advocacy, service, and the importance of building trust and relationships both in business and in life.From his years as a prosecutor to building his own practice, Ben shares lessons learned through the courtroom, entrepreneurship, and serving the community. Make sure to subscribe and follow on YouTube, Spotify and Apple Podcasts. https://youtu.be/cNNGYmhnGwc

It’s an honor to once again be nominated BEST Wealth Management firm in the 2026 Lowcountry’s Best awards!Please follow ...
06/01/2026

It’s an honor to once again be nominated BEST Wealth Management firm in the 2026 Lowcountry’s Best awards!

Please follow the link to vote for us in the Financial category. You can do so once each day until Friday, June 19!

www.votelowcountry.com

05/27/2026

On this episode of Defining Wealth: Beyond the Numbers, Tom Dowling sits down with Derek Paton, Vice President of Sales & Marketing for the Heritage Classic Foundation, for a conversation about leadership, relationships, and the impact of one of the PGA TOUR’s Signature Events.Derek shares insights from his career in sports marketing and sponsorships, the growth of the RBC Heritage Presented by Boeing, and the meaningful role the tournament continues to play across the Lowcountry and beyond.We hope you enjoy this conversation about leadership, community, and defining wealth beyond the numbers. https://youtu.be/FjaZWglSyRE?si=QZ-0fe3oP3KUBm7U

05/19/2026

On this episode of Defining Wealth: Beyond the Numbers, Lynn King, Sr. Director of Business Development MiraSol Health, joins Tom Dowling for a conversation centered on community, service, and impact.Lynn shares her experiences working across the Lowcountry and the role relationships and collaboration play in building strong, connected communities. The conversation highlights how purpose-driven work can shape both personal fulfillment and long-term legacy.We hope you enjoy this conversation about connection, service, and defining wealth through community impact.

Congratulations to Maddie Lange and Samantha Rehling on being named the 2026 AGP of the Lowcountry Scholarship Winners. ...
05/19/2026

Congratulations to Maddie Lange and Samantha Rehling on being named the 2026 AGP of the Lowcountry Scholarship Winners. 🎓

Maddie is a graduate of Hilton Head Christian Academy and will be attending Clemson University.
Samantha is a graduate of Hilton Head Preparatory School and will be attending University of Tampa.

The AGP of the Lowcountry Scholarship was established in August 2022 to provide post-secondary scholarship opportunities for highly qualified high school graduates pursuing education in the field of business.

Through our partnership with the Community Foundation of the Lowcountry, we are proud to support students in our local community as they pursue their future goals and continue building meaningful legacies of their own.

Thank you to everyone who has contributed to the scholarship or served on our scholarship committee. We truly appreciate your support and shared commitment to investing in the next generation.

More than ever, your personal data is tied to your financial life and protecting it matters.From phishing scams to weak ...
05/15/2026

More than ever, your personal data is tied to your financial life and protecting it matters.

From phishing scams to weak passwords to public Wi-Fi risks, cyber threats have become part of everyday life. The good news? Small, proactive steps can make a meaningful difference.

In our latest Wealth Report, we share practical ways to help protect your information, strengthen your digital habits, and reduce risk in an increasingly connected world.

Because protecting your wealth also means protecting the information connected to it.

Check out the full report: https://agplowcountry.com/wealth-report/threats-to-your-data-and-what-you-can-do-about-them/

05/13/2026

On this episode of Defining Wealth: Beyond the Numbers, Jonathan Taber, founder and owner of TaberPatrick PC, sits down with Tom Dowling to discuss leadership, relationships, and the value of a long-term perspective.

With deep ties to the Lowcountry and years of experience in business, Jonathan shares how integrity, consistency, and a people-first mindset have shaped his career. The conversation explores what it means to create value not just professionally, but personally and within the community.

We hope you enjoy this conversation about leadership, legacy, and defining wealth through relationships.



05/04/2026

On this episode, Lola Campbell joins Tom Dowling to talk about heritage, identity, and preserving Gullah culture through her work. A powerful conversation on legacy and defining wealth beyond the numbers. https://youtu.be/Drgz3R3C9Mo?si=93UsrTT0sNBfWjLD

Address

Hilton Head Island, SC

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18434201993

Website

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