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
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.
She is a CERTIFIED FINANCIAL PLANNER® practitioner and has worked in the financial services industry for over a decade. She has extensive experience working directly with high-net-worth and family office clients, flawlessly executing and implementing strategies to meet their evolving needs.
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.
