Matthew Snipes
Charlotte, NC
Verified Identity
Founder & Wealth Advisor at
Topsail Wealth Management
Years of Experience
19 years
Number of Clients
50
Average Client Size
$20,000,000
Member Since
2023
Allow Me to Introduce Myself
Matthew Snipes formed Topsail Wealth Management 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 u...
Clientele
High Net Worth Individuals
Services Provided
Investment Management
Estate Planning Strategies
Financial Planning
Retirement Planning
Specialties and Expertise
Cash Flow Analysis
College Planning
High Net Worth Planning
Ultra High Net Worth Planning
Retirement Income
Tax Minimization Inv...
Endowments & Charities
Portfolio Construction
Succession Planning
Philanthropic Planning and Giving
Trust Services
Credentials and Designations
Certified Financial Planner™
Click to learn more
Pricing Models
Hourly RateAUM
Education
University of South Carolina Columbia (Main campus)
Bachelors of Political Science Minor Business Administration
Obtained in 2005
Previous Work Experience
Vanguard
Wealth Advisor Executive
2006 - 2022
Disclosures and Proof of License
SEC Profile
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