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

Chess

Monetary policy possibilities

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

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Social Media

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Where does your state rank? RBC is a leader in the municipal bond space...let us help you build or enhance your tax-aware investment strategy.

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You could be leaving money on the table or face stiff penalties if you don't know these rule changes.

3 Required Minimum Distribution (RMD) Rule Changes Everyone Must Know In 2025 | The Motley Fool

You could be leaving money on the table or face stiff penalties if you don't know these RMD rule changes.

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

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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.