Matthew Snipes | Financial Advisor
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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 ultra-high-net-worth investment advice and wealth management to clients through Vanguard Personal Advisor Services and Vanguard National Trust Company. A believer in a client focused, cost effective wealth management approach, Topsail Wealth Management will continue that mission.
www.topsailwealthmanagement.com
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Specialties and Expertise
11
Cash Flow Analysis
College Planning
High Net Worth Planning
Ultra High Net Worth Planning
Retirement Income
Tax Minimization Investment Strategies
Endowments & Charities
Portfolio Construction
Succession Planning
Philanthropic Planning and Giving
Trust Services
Clientele
1
High Net Worth Individuals
Credentials and Designations
1
Certified Financial Planner™
Education
1
University of South Carolina Columbia (Main campus)Bachelors of Political Science
Minor Business AdministrationYear Obtained: 2005
Job History
1
VanguardWealth Advisor Executive2006-2022
Quick Facts About Matthew
Years of Experience:19 yearsMember since:2023Average Account Size:$20,000,000Number of clients:50
Services Provided
How I help my clientsInvestment Management
Estate Planning Strategies
Financial Planning
Retirement Planning
Pricing Models
Hourly Fee
AUM
Proof of License
SEC Profile
Charlotte, NC
Matthew Snipes
Financial Advisor
Founder & Wealth Advisor at
Topsail Wealth Management
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