CLIENT FOCUSED
Built to meet the needs of our decade-long client relationships, we focus on forging strong and lasting partnerships. Since 2022, Topsail Wealth Management has provided an unrivaled client and wealth management experience.
Recognizing each client’s unique circumstances, we tailor our solutions to meet their needs.
CERTIFIED FINANCIAL PLANNER® professionals, we are bound by a fiduciary standard, and our sole objective is to put your interests first. With a focus on minimizing investment, tax, and management costs, Topsail helps you keep more through transparently lower fees.
Let us help you understand how we’re different and how partnering with Topsail Wealth Management may be right for you.
YOUR TEAM
MATTHEW SNIPES, CFP®1, CTFA1, 2
FOUNDER & WEALTH ADVISOR
Matthew founded Topsail Wealth Management with the vision that a firm can deliver a high-value client experience while keeping costs low. He is proud to have realized that vision, providing a unique and personalized wealth management experience that prioritizes fiduciary care, transparency, and exceptional service.
With 20 years of experience in the wealth management industry, Matthew has worked extensively with high-net-worth individuals and families, helping them navigate complex financial decisions and achieve their long-term goals.
Matthew is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and a Certified Trust and Fiduciary Advisor (CTFA). As a fiduciary, he is committed to always acting in the best interests of his clients.
SARA WARNTZ, CFP®1
DIRECTOR OF CLIENT SERVICES
Sara coordinates client needs, oversees our back-office operations, and works with our custodians to deliver an exceptional client experience.
As a CERTIFIED FINANCIAL PLANNER® 1 practitioner, Sara has worked in the financial services industry for over a decade. She has extensive experience working directly with high-net-worth individuals and family office clients, helping them execute and coordinate services to meet their evolving needs.
TIM SCHWIEBET
WEALTH ADVISOR
Tim is a dedicated financial advisor with over 25 years of experience helping clients achieve their financial goals. He is deeply committed to Topsail Wealth Management’s client-centric approach, ensuring personalized guidance and tailored strategies for each client.
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.
