Matthew Snipes

Charlotte, NC

Verified Identity

Founder & Wealth Advisor at

Topsail Wealth Management

Years of Experience

19 years

Number of Clients

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

CFP®

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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