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16170 Jones Maltsberger Road, Suite 102, San Antonio, TX 78247

(210) 491-2319
scott@clipperwealth.com
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Custom Wealth Management

Custom Wealth Management

We create strategies that are tailored to your needs and goals.

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Lifelong Financial Guidance

Lifelong Financial Guidance

Years of experience have prepared us to guide you through your life transitions.

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A Value-Based Investment Firm

A Value-Based Investment Firm

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Wealth Management, Tailored To You

Financial Strategy: It's In Our DNA

We’ve all been there. It can be tough working your way to the top. Every one of our advisors has experienced the professional treadmill and chosen a path that actually leads to a destination. At Chico, we know how to disrupt the status quo and want to help you do the same.

It's your life; you should live it the way you want. Our advisors believe that knowledge leads to independence. Together, we’ll leverage your goals with the goal of sound financial advice, striving to ensure that you’re in the driver's seat for years to come.

Don’t be satisfied with tradition. Take control, free yourself, with the desire to live the life you want.

Ready for the next step? We can help.

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What Our Clients Have To Say

Lou Ann & Holly

"We are extremely pleased with Scott’s knowledge and professionalism in managing our financial portfolio. He has been a tremendous help as we plan our retirement. It’s also great that he regularly touches base with us to discuss the current market situation and any recommendations to our portfolio. We highly recommend Scott for anyone needing investment or retirement guidance"

C & S 

"We have been clients of Scott Thompson for a number of years. Through the ups and downs of the market, he has been a source of sound professional advice. We trust his judgement and professionalism and have never been disappointed. He teaches as well as advises. We are well pleased."

Randy & Robin

My wife and I have been Scott’s clients for over 20 years.  During that time, we’ve seen many ups and downs in the market, some quite severe, and Scott helped us stay on track throughout it all.  The measure of that success?  We’ve been comfortably retired for 5 years now and Scott has made the transition with us from the days of saving and investing to helping us manage our retirement.  No matter where you are on your financial journey, I highly recommend Scott to help you along the way.

Our Three-Step Process

Assess

Assess

Data-driven analysis is the foundation for everything we do.

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Strategy

Strategy

Individualized strategies strive to ensure that your goals are always a priority.

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Manage

Manage

Our comprehensive financial management means we're ready to address your every need.

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Meet Our Team

Scott Thompson

Scott Cash Thompson, CFP®

CERTIFIED FINANCIAL PLANNER® / Owner

(210) 491-2319

(210) 349-9983

Jennifer Storts

Jennifer Storts

Client Liaison / Backoffice Administrator

210-491-2319

Amy Calderon

Amy Calderon

Office Administrator

210-491-2319

Stephen Calderon

Stephen Calderon

Client Liaison

210-491-2319

Sheena Taber

Sheena Taber

Insurance Specialist

210-491-2319

Resource Center

Retirement

Retirement

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Investment

Investment

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Estate

Estate

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Lifestyle

Lifestyle

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

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