Matthew Snipes, CFP(R), CTFA, continues his mission of putting client interests first and delivering a premier client experience. Spending seventeen years with Vanguard focused on wealth management. Matthew helped develop Vanguard’s current wealth management offer, providing wealth management to high and ultra-high-net-worth clients and their families through Vanguard Personal Advisor Services and Vanguard National Trust Company. He directly managed over $4.75 billion in client assets and coordinated a wealth management approach that included investment, tax, legacy, and estate planning. A believer in a client-focused, cost-effective wealth management approach, Topsail Wealth Management will continue the mission of helping clients achieve their objectives. Through a robust platform, Topsail has invested in premier software to provide clients with insights into their investments and financial plan. Utilizing the Charles Schwab, custodial platform, clients have asset security and access to investment and banking products. Matthew, and his wife, Katie, live in Charlotte, NC, with their sons, Henry and Walter. They spend as much time outside with their boys as possible, who enjoy finding animals in the backyard and spending time on the water.Topsail Wealth Managementwww.topsailwealthmanagement.commatthew_snipes@topsailwm.comCERTIFIED FINANCIAL PLANNER™ Certified Trust and Fiduciary Advisor®Topsail Wealth Management is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Topsail’s investment advisory services can be found in its Form ADV Part 2 and/or Form CRS, which is available upon request.