FINANCIAL ADVISOR CHARLESTON SC
Topsail Wealth Management’s focus is on cultivating a long-term partnership with you and your family. This focus enables us to offer comprehensive financial solutions tailored to your unique needs and values.
By taking the time to get to know you personally, we will be able to craft a customized investment strategy that aligns with your specific financial circumstances, market trends, and our investment philosophies.
TRANSPARENT FEE SCHEDULE
Topsail Wealth Management helps high net-worth individuals and families in Charleston, SC, as well as in Mt. Pleasant, Sullivan’s Island, Kiawah Island, and Seabrook Island, to plan for the future, achieve success, and protect their investments.
Launched in 2022, we are dedicated to serving as a trusted advisor in all aspects of our clients’ financial lives, as well as to offering affordable and competitive annual advisory fees. Our team, led by Matthew Snipes, CFP®, CTFA, has extensive experience and a reputation for being reliable, honest, professional, and personal. Despite not receiving direct compensation for his time spent with the families of his clients, Matthew is highly regarded for his sincere and authentic desire to support and assist them.
We are committed to helping you build the life you envision through careful financial planning. Our mission is to provide peace of mind for you and your family.
*Minimum annual fee of $10,000 as of August 21, 2022.
Our approach to financial planning involves synthesizing insights from various platforms and presenting them clearly and responsively, always prioritizing the needs and interests of our clients.
Personal and tailored advice for your family.
- We will allocate your assets based on the specific needs and goals of you and your family.
- Our investment decisions are always guided by the goal of maximizing tax efficiency, allowing you to save more money in the long run.
- After learning about your financial philosophy, we will develop a personalized financial plan for you.
- As your financial advisor, we are constantly evaluating and researching data to optimize your investments on a daily basis.
- We will guide you through budgeting for income and expenses, providing you with tailored reports to keep you informed.
- When considering wealth management in Charleston, South Carolina, Topsail is the superior choice. We also are honored to support clients in Mt. Pleasant, Sullivan’s Island, Kiawah Island, and Seabrook Island.
We can take it from here.
- You can trust us to provide a thorough understanding of all estate and income tax planning strategies.
- We are always available to consult with any tax specialists you may require.
- Our goal is to help current and future generations feel financially secure.
- To ensure optimal use of your investments, we implement comprehensive and current tax strategies.
- Our custodian, Charles Schwab, offers a range of banking, wealth management, and financial advisory services.
- We are here to support you, so you never have to feel lost or alone regarding your finances again.
We pride ourselves on being a low-cost practice that delivers exceptional value and fosters trust with our clients.
To ensure that you are confident in our ability to play a central role in your financial planning, we prioritize building close relationships with you and your family. If you are ready to work toward building the life of your dreams, we invite you to schedule a call with us.
We’ll work together to give you and your family financial stability by using clever investing techniques based on your aspirations and preferences. Topsail Wealth Management is your dependable partner for wealth management in Charleston, South Carolina, because everything is tailored to meet your needs.
