Financial well-being and peace of mind

The S&P Wealth Team has over 40 years of experience providing customized financial advice to successful individuals and their families.

We help you take your financial details and turn them into decisions:

  • We guide our clients through major life transitions: selling a business, retirement, death of a loved one, or changing family dynamics
  • We help you make sense of the macro and intelligently navigate the micro
  • We are tireless advocates for our clients and will always operate with transparency and thoughtful guidance
  • We are problem solvers and risk managers, here to help you be nimble and solution-oriented, regardless of where you are in your wealth journey (accumulating, protecting, transferring)

Whether you are planning for retirement, navigating the complexities of a business sale or adjusting to a significant life change, we are committed to offering personalized advice and strategies tailored to your situation.

Our mission is to help ensure that every client feels confident and secure in their financial future.

My Team

Timothy Pippet

Timothy Pippet

Senior Vice President - Financial Advisor
Matthew Savitii headshot

Matthew Salvitti, CEPA®

Senior Vice President - Financial Advisor
John Convery headshot

John Convery

Client Associate

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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Meet our team

Learn more about The S&P Wealth Team.

Latest Insights

College aged woman studying on floor with computer.

Think you're too late for a 529 plan? Think again

A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.

Read more

Social Media

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Could not have said it better myself...I hope everyone had an outstanding Memorial Day, honoring all those that have served our country so we can live free, "happy, and kind"...

Last year, someone "washed" a check we placed in the mailbox...EXTREMELY disruptive! I had to setup and re-connect dozens of accounts, which took more years off my life than my kids do. Now I only use Bill Pay to issue checks via our online portal - lifesaver. Be on alert to avoid financial fraud, especially imposter scams, which are the most common type reported. At RBC Wealth Management, we’re here to help. See our fraud and scam recovery guide and connect with me to learn more. https://docs.rbcwealthmanagement.com/us/0433-fraud-scam-recovery-guide.pdf

Did you just pay a big tax bill this year? Interested in tax-advantaged investments? Bond yields are more attractive than they've been in several years - in some cases touching double digits. Not bad for an asset class with a historical default rate of 0.1%. RBC Capital Markets is a leader in the issuance of municipal bonds which provide diversified investments and tax advantages to high-net-worth and ultra-high-net-worth individuals. We create custom portfolios which have a handful of benefits over the use of mutual funds and ETFs. Give us a shout to learn more: https://us.rbcwealthmanagement.com/spwealthteam/home

Seeing opportunity in challenges

Life is unpredictable, so we help you plan for the challenges that come your way. Like in the game of golf, seeing challenges as opportunities and remaining calm under pressure help drive success.

Contact us  to help you see things differently and tee up your financial goals.

Disclosures

Timothy Pippet is currently registered to conduct business with residents of the following states: AL, CA, CO, CT, DE, FL, GA, MA, MD, MN, MO, MS, NC, NJ, NY, OH, PA, TX, VA, WI.

Timothy Pippet, NMLS # 530301, and Matthew Salvitti, NMLS # 1096074 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Matthew Salvitti is currently registered to conduct business with residents of the following states: AL, CA, CO, CT, DE, FL, GA, MA, MD, MN, MO, MS, NC, NJ, NY, OH, PA, TN, TX, VA, WI.

Read additional advisor disclosures.