Stipp Wealth Management, LLC | Portfolio & Retirement Plans

Welcome to Stipp Wealth Management, LLC

I help you plan and invest so you can achieve the things in life most important to you.

My Approach

When clients engage me to be their financial advisor, they can expect my experience, expertise, and full focus on their individual needs as we seek to build and preserve their wealth. I help them plan for their future goals whether that be to educate their children, buy a second home, or live comfortably in retirement. Navigating today's financial choices and selecting the proper vehicles to get there is confusing for most people. I strive to make this an easier and more understandable process. I also work to strip out the "noise" from the day to day news events and keep my clients focused on the long-term objective.

I have been a Financial Advisor for over 42 years and it is gratifying today to be working with many second and third generations of clients.

See What My Clients Have to Say

"I have had the privilege of working with Brad for most of my adult life. He has represented many other members of my family over the years. Brad is of outstanding character and upmost integrity."

-Robert M.

"I have worked with Brad for over 25 years. Brad has been great to work with because he is willing to design a portfolio that allows for my input and his research to create a very diverse and successful strategy. Brad and I have had a great relationship over the years and I am proud to have him as my financial advisor."

-Carl S.

"We have worked with Brad for nearly five years, and we could not be more grateful for the relationship. His attention to detail, patience, and genuine heart for teaching set him apart—he listens carefully, explains thoroughly, and never pressures decisions, and we have consistently seen growth in our portfolio over the years. Brad is always responsive and trustworthy, and over time he has become not just our financial planner, but a valued friend."

-Adrian L.

"As a client of Brad's for more than 40 years, I believe that, in itself, indicates his abilities as a financial advisor and as a friend. Brad consistently provides reliable information, sound advice, and positive results. He is extremely responsive to my requests, and when I have questions about investment recommendations, he always provides his rationale in a manner that I can understand. I highly recommend him."

-Mike S.

"Brad has been one of my best friends and my financial advisor for nearly 30 years. His calm demeanor and sound advice have guided me well through some turbulent investment times and some stellar investment times. With his help I am enjoying a well funded retirement. I can’t say enough about his sound advice and sound guidance."

-Rick P.

What is Important to You?

Everyone's journey in life is different. We all have different priorities that we need to address. I am here to help you navigate the journey to strive to achieve these goals.

Investment

I can manage a personalized portfolio that's designed to meet your needs and help you sleep at night.

Learn more

Retirement

I strive to help alleviate the stress of retirement saving by helping you choose the best retirement plan options.

Learn more

Lifestyle

You've worked, saved, and invested, now it's time to enjoy the parts of life you have worked so hard to achieve. I plan to make sure you have sufficient funds to do that.

Learn more

Taxes

I have resources that can help you make the most efficient tax decisions.

Learn more

Estate

I plan to work with your attorney and CPA to make sure your estate plan intentions are satisfied.

Learn more

Money

I'm here to help you and your family by providing guidance, education, and sound investment advice. Let me help you build for tomorrow.

Learn more

What Sets Me Apart

Cheri Belski, EVP of Investment Management Solutions at LPL Financial, interviewed a long-term client, Tim K, and me about what the client-advisor relationship at Stipp Wealth Management means.