Topsail Wealth Management

Topsail Wealth Management We help you navigate complicated financial matters with an ongoing seamless approach The family also enjoys sailing, boating, and fishing.

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.

© 2023 Topsail Wealth Management

WHEREVER YOU ARE, WE'RE HERE TO SERVE
05/07/2026

WHEREVER YOU ARE, WE'RE HERE TO SERVE

Happy New Year’s from Topsail Wealth Management!
01/01/2024

Happy New Year’s from Topsail Wealth Management!

Wishing you and your family a Merry Christmas.
12/25/2023

Wishing you and your family a Merry Christmas.

Happy Thanksgiving from Topsail Wealth Management!We hope your day is filled with joy as you are surrounded by loved one...
11/23/2023

Happy Thanksgiving from Topsail Wealth Management!

We hope your day is filled with joy as you are surrounded by loved ones.
•
•
•

Happy July 4th from our family to yours.
07/04/2023

Happy July 4th from our family to yours.

Remembering and honoring those who gave everything for our freedom.
05/27/2023

Remembering and honoring those who gave everything for our freedom.

Wonderful to hear our clients are enjoying their vacations.
04/21/2023

Wonderful to hear our clients are enjoying their vacations.

Despite a little rain, it was great to see all the survivors and participants. Thanks to all that supported and those ...
03/25/2023

Despite a little rain, it was great to see all the survivors and participants. Thanks to all that supported and those that visited .

Topsail Wealth Management offers bill pay, family account, and capital call management solutions, one more way we can he...
02/27/2023

Topsail Wealth Management offers bill pay, family account, and capital call management solutions, one more way we can help make your life easier.

Happy President's Day. We hope you are enjoying the long weekend.
02/20/2023

Happy President's Day. We hope you are enjoying the long weekend.

Address

Charlotte, NC
28277

Opening Hours

Monday 7am - 7pm
Tuesday 7am - 7pm
Wednesday 7am - 7pm
Thursday 7am - 7pm
Friday 7am - 7pm
Saturday 7am - 7pm
Sunday 7am - 7pm

Telephone

+18002140526

Website

Alerts

Be the first to know and let us send you an email when Topsail Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Topsail Wealth Management:

Shortcuts

Share

Category