WEALTH MANAGERS CHARLOTTE NC
Topsail Wealth Management’s specialty is creating long-lasting relationships with you and your family to provide financial solutions for every aspect of your life.
Our goal is to personally get to know you and your family so we can better understand your financial matters & philosophy. From there, we can create a customized investment plan that matches your circumstances and is influenced by the market and our investment strategies.
We partner with high to high-net-worth individuals and families in the Charlotte area to help them prepare for the future, plan for success, and protect their investments. When looking for premier wealth managers in Charlotte, NC, you will find Topsail Wealth Management has annual advisory fees that are competitive, transparent, and among the lowest in the industry.
Topsail Wealth Management is committed to being your guide in all financial aspects of your life. Launched in 2022, we partner with high-net-worth individuals to ensure their investments are taken care of with custom strategies. With nearly two decades of experience, Matthew Snipes, CFP®, CTFA has been described as trustworthy, sincere, steady, tactful, professional, personal, and unpretentious. He is known for his genuine and sincere desire to be helpful to clients’ families, even though he’s not getting directly paid for the time he spends with them.
Topsail is dedicated to helping you create the life you’ve dreamed of with financial strategies that bring you and your family peace of mind. That’s what sets Topsail apart from the plethora of wealth managers in Charlotte, NC.
TRANSPARENT FEE SCHEDULE
*Minimum relationship and annual fee may apply.
We consolidate views from multiple financial platforms in an easy-to-understand way with outstanding responsiveness all while keeping our client’s best interest at heart.
Personal and tailored advice for your family.
- We will allocate your assets based on you and your family’s needs
- All of our investing has tax-efficiency in mind to save you more money in the end
- After getting to know your financial philosophy, we will execute your customized plan
- No day is the same – we constantly research and review data that will optimize your investments
- As your financial guide, we will walk you through all income and expense planning
- To keep you in the loop, we will deliver reporting that is customized to you
We can take it from here.
- We will make sure you understand all estate and income tax plans and strategies
- If you ever need us to, we are happy to consult with any tax professionals and your estate, we’re just one phone call away
- Our goal is to ensure the next and future generations feel well equipped
- Our tax strategies are thorough and current to make sure your investments are used wisely
- We utilize Charles Schwab as our custodian, and they provide a full range of wealth management, banking, and financial advisory services.
- Never feel left out in the dark again when it comes to your finances, we are here to help.
As independent advisors serving Charlotte, NC, there are no organizational barriers to prevent us from delivering personal and tailored wealth management advice.
We are a low cost practice that brings high value and mutual trust to our clients. We welcome deep relationships with you and your family, so you can feel comfortable with Topsail Wealth Management playing a large role in your larger financial plan. If you’re ready to create the life you’ve dreamed of, schedule a call with us.
Wealth Managers Charlotte NC
ADDRESS:
11215 N. Community House Road
Suite 775, Charlotte, NC 28277
PHONE:
(980) 443-7788
We’ll partner with you to provide you and your family with financial peace of mind. We do this through smart investing strategies based on your financial goals and desires. Everything is customized to your needs, which is why Topsail Wealth Management is your trusted partner for wealth managers in Charlotte, NC.