Topsail Wealth Management partners with high net-worth individuals and families to help them navigate complicated financial matters with an ongoing seamless approach. We’ll start with a customized investment plan that matches your circumstances while also considering market volatility and economic shifts. Matthew Snipes, CFP(R), CTFA founded Topsail Wealth Management to continue his mission of put
ting client interests first and to deliver a premier client experience. With almost two decades of experience 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. A believer in a client focused, cost effective wealth management approach, Topsail Wealth Management will continue that mission. Matthew, and his wife, Katie, live in Charlotte, NC with their sons, Henry and Walter. They spend as much time outside with their boys as possible, who enjoy finding animals in the backyard and any body of water they can find. Topsail Wealth Management is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Topsail’s investment advisory services can be found in its Form ADV Part 2 and/or Form CRS, which is available upon request.
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