Our Firm
Wyper Wealth Management’s main focus is serving our clients. We take a personalized approach to investing; no cookie-cutter or standardized plans - we understand that every financial situation is unique and will work with you to create a comprehensive plan that addresses your specific needs and goals.
As your needs evolve throughout your life, we strive to provide adaptable strategies and solutions to help you achieve what's most important to you. Care, compassion and personal service is a benefit only a personal relationship can deliver.
We work closely with your team of professionals, including your CPA/tax advisor, estate attorney, trustees, executors and agents, to ensure that our recommendations resonate within the context of your total plan. Just as important as developing your financial strategy, is the importance of reviewing your strategy at least once a year, or as needed, to ensure you stay on track and make any necessary adjustments.
Wyper Wealth Management works in conjunction with LPL Financial, one of the nation’s largest independent broker/dealers*. LPL provides a comprehensive array of resources and tools to independent financial advisors. This alliance enables us to provide professional financial guidance to our clients.
*As reported by Financial Planning magazine, June 1996-2021, based on total revenue.