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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Meet our team

Learn more about The S&P Wealth Team.

Latest Insights

Man waiting

Another round of the Fed’s waiting game

Inflation remains calm in 2025, but tariff-related price hike concerns have kept the Fed sidelined. We look at the Fed’s commentary, the impact of market forces and political pressure on yields, and the probability of rate cuts before year’s end.

Read more

Social Media

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Could not have said it better myself...I hope everyone had an outstanding Memorial Day, honoring all those that have served our country so we can live free, "happy, and kind"...

Last year, someone "washed" a check we placed in the mailbox...EXTREMELY disruptive! I had to setup and re-connect dozens of accounts, which took more years off my life than my kids do. Now I only use Bill Pay to issue checks via our online portal - lifesaver. Be on alert to avoid financial fraud, especially imposter scams, which are the most common type reported. At RBC Wealth Management, we’re here to help. See our fraud and scam recovery guide and connect with me to learn more. https://docs.rbcwealthmanagement.com/us/0433-fraud-scam-recovery-guide.pdf

Did you just pay a big tax bill this year? Interested in tax-advantaged investments? Bond yields are more attractive than they've been in several years - in some cases touching double digits. Not bad for an asset class with a historical default rate of 0.1%. RBC Capital Markets is a leader in the issuance of municipal bonds which provide diversified investments and tax advantages to high-net-worth and ultra-high-net-worth individuals. We create custom portfolios which have a handful of benefits over the use of mutual funds and ETFs. Give us a shout to learn more: https://us.rbcwealthmanagement.com/spwealthteam/home

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.