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

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Meet our team

Learn more about The S&P Wealth Team.

Latest Insights

Futuristic city

Executive summary: Global Insight 2026 Outlook

The future is here … and gathering speed. We share key insights from our Global Insight 2026 Outlook, highlighting the forces likely to shape financial markets as well as potential investment opportunities for the year ahead and beyond.

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Social Media

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This past year, one of my favorite exercises has been reuniting clients with their lost or stranded retirement money. More frequent job switching + higher rates of 401K participation = $2+ trillion in lost or misplaced retirements accounts in the US today (~32 million accounts). You can’t manage your risk when you don’t have the full picture…We help our clients consolidate and organize their retirement accounts for a clearer financial picture. The U.S. Department of Labor has a dedicated tool which is available to anyone that wants to locate a lost or forgotten account. We can guide you through the process. What's better than "found money" around the holidays? Sources: https://lostandfound.dol.gov/ https://finance.yahoo.com/news/americans-abandoned-31-9-million-101600271.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAKvB8SP0OCehWDNClqJb9IgIVbBCHh9lfB-yeXhSVcDZQWvEJXga6VedB5TywJjMJ1Q2uI_2jIULkWWK6kKnBncmniZn661WvKr2bP8ed1w-ENRbp95Ex1KHZRPSpv5HeweA-3mQdRa_l6ILUBCEvRCdLtuU0V4E-oFl8ADUF0hq

In the Investor’s Edge newsletter for fall 2025, gain tips on using RMD funds, scoring a touchdown with wealth planning, investing when young, key strategic considerations for business owners and business succession planning.

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No, this is not a post about some social media slang term…it’s a reminder that if you are nearing full retirement age (67!) you should be aware of changes coming to Social Security in 2026: • Are you eligible for new deductions available from the recently passed One Big Beautiful Bill? • Have you analyzed the impact of claiming benefits early vs. delaying? • Cost-of-living adjustments are great, but be aware that a projected increase in Medicare premiums may offset the gain Sources: https://www.kiplinger.com/retirement/social-security/changes-coming-to-social-security-in-2026#:~:text=In%20November%202025%2C%20the%20full,takes%20effect%2C%20by%20birth%20year: https://www.irs.gov/newsroom/one-big-beautiful-bill-act-tax-deductions-for-working-americans-and-seniors#:~:text=Deduction%20for%20Seniors,for%20seniors%20under%20existing%20law.