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, Portfolio Director
Matthew Savitii headshot

Matthew Salvitti, CEPA®

Senior Vice President - Financial Advisor, Portfolio Director
John Convery headshot

John Convery

Client Associate

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Meet our team

Learn more about The S&P Wealth Team.

Latest Insights

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Four ways to start the conversation about your financial future

Don’t wait another year to focus on your long-term wealth goals.

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Social Media

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Forget the ‘Final Four’…you’re going to need help surviving the “final four years” of tuition…

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In the Investor's Edge newsletter for winter 2026, gain insights on financial tips for the new year and, inspired by the Winter Games, how to medal in your financial life. Read the full newsletter for these ideas and more to help with your wealth planning in 2026.

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Honored to announce my recognition as a Portfolio Director by RBC Wealth Management. This designation highlights my commitment to providing my clients with a comprehensive and consultative approach to wealth advisory services. Very grateful for the trust of my clients and the support of my colleagues. Here's to continued growth and success! #RBCWealthManagement #WealthPlanning #PortfolioManagement