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.

Estate planning isn’t just about who gets what—it’s about protecting the relationships that matter most.Family conflict ...
08/31/2026

Estate planning isn’t just about who gets what—it’s about protecting the relationships that matter most.

Family conflict can arise over everything from financial assets to sentimental heirlooms. The good news? Thoughtful planning and honest conversations today can help prevent misunderstandings tomorrow.

Your legacy is about more than wealth, it’s about protecting what matters most, and we’re here to help every step of the way.

Read our August Wealth Report via link below.

https://agplowcountry.com/wealth-report/estate-family-conflicts/

What is a Virtual Family Office? It’s the experience traditionally reserved for ultra-wealthy families — without the ove...
08/24/2026

What is a Virtual Family Office?
It’s the experience traditionally reserved for ultra-wealthy families — without the overhead.

AGP’s Virtual Family Office model brings together investment management, tax strategy, estate planning, risk management, and specialized advisors into one coordinated plan, aligned around your life and goals.

Because your financial life shouldn’t operate in silos.




07/08/2026

What does it mean to thoughtfully plan for the people and things that matter most?

On this episode of Defining Wealth: Beyond the Numbers, Tom Dowling sits down with John Jolley of Jolley Law Group for a conversation about legacy, estate planning, and helping families navigate some of life’s most important decisions.

Drawing on more than two decades of experience, John shares insights on the importance of preparation, protecting what you’ve built, and how thoughtful planning can provide greater clarity and peace of mind for generations to come.

We hope you enjoy this conversation about legacy, stewardship, planning, and defining wealth beyond the numbers.

🎧 Listen on Apple Podcasts & Spotify
▶️ Subscribe on YouTube
🌐 Learn more at AGPofTheLowcountry.com

Happy Independence Day! 🇺🇸
07/04/2026

Happy Independence Day! 🇺🇸

07/01/2026

What does it take to build a successful business that stands the test of time?

On this episode of Defining Wealth: Beyond the Numbers, Tom Dowling sits down with Mike Ray and Sammie Blizzard of SNS Technologies to talk about entrepreneurship, family business, leadership, and the power of building lasting relationships.

Mike shares how he founded SNS Technologies in 2010 with a vision of helping local businesses navigate an increasingly complex technology landscape. Together with Sammie, they discuss growing the business, adapting to change, earning clients’ trust, and what success truly looks like beyond the bottom line.

We hope you enjoy this conversation about entrepreneurship, technology, leadership, and defining wealth beyond the numbers.

Link in bio and below:
https://youtu.be/jb9zOX2URT4?si=IV7Bn4MBGpPVzj1e

🎧 Listen on Apple Podcasts & Spotify
▶️ Subscribe on YouTube
🌐 Learn more at AGPofTheLowcountry.com

06/25/2026

The spaces we live and work in shape more than our surroundings. They can influence our well-being, mindset, and quality of life.

On this episode of Defining Wealth: Beyond the Numbers, Tom Dowling sits down with Dr. Debi Lynes, counselor, educator, and interior designer, for a thoughtful conversation about wellness, intentional living, and the connection between the environments we create and the lives we lead.

Drawing from a career spanning education, interior design, counseling, and healthcare, Debi shares how thoughtfully designed spaces can support healthier, more fulfilling lives.

We hope you enjoy this conversation about wellness, purpose, environment, and defining wealth beyond the numbers.

Link in bio or below:

https://youtu.be/Qb4jeA3gEiQ?si=mZwQxb1KvqHaiFp_

🎧 Listen on Apple Podcasts & Spotify
▶️ Subscribe on YouTube
🌐 Learn more at AGPofTheLowcountry.com

We are excited to announce that our Head of Wealth Management, Thomas M. Dowling, has been named a 2026 InvestmentNews 5...
06/24/2026

We are excited to announce that our Head of Wealth Management, Thomas M. Dowling, has been named a 2026 InvestmentNews 5-Star Financial Planner.

Tom was recognized alongside just 80 financial planners nationwide through an objective, qualitative review focused on credentials, expertise, and commitment to client-focused service. This honor reflects the dedication and care he brings to every client relationship.

Learn more here: https://premium.investmentnews.com/us-in-5-star-financial-planners-2026-thomas-m-dowling/p/1


06/19/2026

On this episode of Defining Wealth: Beyond the Numbers, Tom Dowling sits down with Kim Likins, Director of Development for Volunteers in Medicine Clinic of Hilton Head Island, for a conversation about service, leadership, and the power of community.

After a successful career in healthcare and corporate leadership, Kim dedicated herself to serving the Lowcountry through nonprofit and civic leadership. From helping launch organizations like The Sandbox Children’s Museum and The First Tee of the Lowcountry to leading the Boys & Girls Club of Hilton Head Island for 14 years, she has spent decades creating opportunities and making a lasting impact across our community.

The conversation explores servant leadership, the importance of giving back, and how investing in people can strengthen an entire community.

We hope you enjoy this conversation about service, leadership, community, and defining wealth beyond the numbers.

Link in bio and below

https://youtu.be/cvBw3sEtBlo?si=ZIrjKJf2TTvdkOnN
🎧 Listen on Apple Podcasts & Spotify
▶️ Subscribe on YouTube
🌐 Learn more at AGPofTheLowcountry.com

☀️ 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

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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