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.

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Latest Insights

multigenerational family meal

Four ways to pass down your family home to your children

Drawing up a clear estate plan can ensure your property is distributed in a way that suits both you and your family’s best interests.

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Social Media

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PDF Document

8669-top-10-reasons-for-business-valuation.pdf

WHAT IS YOUR BUSINESS WORTH? 10 REASONS TO START A VALUATION > We have access to innovative technology and M&A resources built to help our business owner clients make decisions with clarity, cutting down on expense and time. My clients have gained the benefit of establishing KPIs for their business and driving decisions on everything from funding to taxes to buy/sell agreements and estate planning. Check out the pdf link for the top 10: https://docs.rbcwealthmanagement.com/us/8669-top-10-reasons-for-business-valuation.pdf

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Contact me for your year-end wealth planning tips.

Faced with a health issue and need a second opinion or extra support? RBC Echelon partner PinnacleCare may be a great solution. Message me to learn more and for potential fee discounts.

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.