Topsail Wealth Management was launched to continue his mission of putting client interests first and to deliver a premier client experience. He spent over fifteen years with Vanguard focused on client service in all areas of wealth management. During the last seven years, Matthew provided ultra-high-net-worth investment advice and wealth management to clients through Vanguard Personal Advisor Services and Vanguard National Trust Company. A believer in a client-focused, cost-effective wealth management approach, Topsail Wealth Management will continue that mission.
Matthew Snipes is a CERTIFIED FINANCIAL PLANNER®1 practitioner and must act as a fiduciary, and therefore, act in the best interests of the Client. Matthew is also a Certified Trust and Fiduciary Advisor (CTFA).
Matthew, and his wife, Katie, live in Charlotte, NC with their sons, Henry and Walter. They spend as much time outside with their boys as possible, who enjoy finding animals in the backyard and any body of water they can find. The family also enjoys sailing, boating, and fishing.
By building a partnership based on mutual trust, our ultimate goal is to provide you with the best possible investment management and continue to add value to you and your family.
