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

Inventory management

Will investors see a pause in rate cuts, or the end?

Global central banks this month have offered something for everyone from further interest rates hikes in Japan to rate cuts in Canada and Europe, while the Federal Reserve remained motionless.

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Social Media

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What does it take to join the top 1% in your state? Take a look!

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In the first edition of Investor’s Edge for 2025, learn various tips on planning for the future for yourself, your loved ones and your business. http://docs.rbcwealthmanagement.com/us/01598-investors-edge.pdf

I know there are countless “Outlooks” this time of year. Here are 5 quick bullets recapping RBC Wealth’s commentary, including Four Trends to Watch…Happy New Year. THINGS TO WATCH IN 2025: * “No Landing” scenario – no recession, 2.3% GDP growth, inflation likely to stay above Fed target at 2.5% * 14+% earnings growth seems aggressive – we are not as optimistic as consensus * Fed will remain data dependent; not expecting rate cuts prior to late spring / summer (only 1-2 cuts in 2025) * 10 year Treasury currently above the top of our expected range (3.75% to 4.50%) * FOUR TRENDS TO WATCH: AI spending, The Gray Wave, Renewables, The Electrification of Everything https://www.rbcwealthmanagement.com/assets/wp-content/uploads/documents/insights/global-insight-2025-outlook.pdf

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.