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Clipper Wealth Management, LLC

16170 Jones Maltsberger Road, Suite 102, San Antonio, TX
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Business claimed Last updated: 5 months ago
About Clipper Wealth Management, LLC

Clipper Wealth Management, LLC is an independent financial management organization. Our speciality is to provide custom wealth management strategies that are objective to individuals, families and tru Go to full description...

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210-349-9983
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Email address: scott.thompson@lpl.com
Clipper Wealth Management, LLC is an independent financial management organization. Our speciality is to provide custom wealth management strategies that are objective to individuals, families and trusts . We help develop financial plans to take full advantage of all income, tax and growth opportunities that are consistent with a clients goals and risks. Each person and their circumstances are unique…so are their plans. Scott Cash Thompson, CFP®, owner of Clipper Wealth Management, LLC is dedicated to providing comprehensive financial and estate planning services to our clients. We will not recommend any course of action or any type of financial product until we are fully aware of the clients goals and objectives — and then only when we are convinced that the recommended action or product is suitable as a long-term strategy. Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy – but rather, how assets should be allocated based upon the investor’s attitudes, objectives, circumstances and risk-taking capacity.
Services: Retirement Plans, Income Retirement Planning, Tax Plans, 401k Planning, 403b Planning, College Plans, Estate Plans, Money Management, Money Purchasing Plans, Profit Sharing Plans
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210-491-2319
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