Independent Financial Planning. Personal Relationships. Fiduciary Advice.

At Clipper Wealth Management, we believe financial advice should be centered on one thing: your best interests.

As an independent financial services firm, we provide customized guidance designed to help you make informed decisions about your wealth, retirement, and financial future. We are not owned by a bank, insurance company, or Wall Street firm, which means our recommendations are driven by your goals—not corporate sales quotas or proprietary products.

Whether you're preparing for retirement, managing significant assets, navigating a major life transition, or simply seeking a second opinion, our mission is to help you gain clarity and confidence.

Why Clients Choose Clipper Wealth Management

Independent Advice. No Corporate Agenda.

Many investors are surprised to learn that not all financial advisors operate under the same standards.

At Clipper Wealth Management, we maintain our independence so we can focus on what matters most: providing advice tailored to your unique circumstances and objectives. We are free to evaluate a wide range of strategies and solutions without the pressure to promote proprietary products or meet the objectives of a parent company.

Our responsibility is to you.

Fiduciary Guidance You Can Trust

As a CERTIFIED FINANCIAL PLANNER® professional and fiduciary, Scott Thompson is committed to placing clients' interests first.

Every recommendation begins with understanding your goals, concerns, and priorities. Rather than focusing solely on investments, we take a comprehensive approach that considers all aspects of your financial life, including:

• Retirement planning
• Investment management
• Tax-efficient strategies
• Estate planning coordination
• Risk management
• Wealth preservation
• Legacy planning

Because successful financial planning is about much more than selecting investments.

A Personalized Strategy Built Around Your Life

No two families have the same financial goals, values, or challenges.

That's why we take the time to understand what is important to you before developing recommendations. We believe financial planning should be personal, thoughtful, and customized—not based on a generic formula or one-size-fits-all approach.

Our goal is to help you make confident decisions today while preparing for the opportunities and challenges that lie ahead.

Personal Attention. Professional Support.

One of the greatest advantages of working with Clipper Wealth Management is that you'll have direct access to Scott Thompson, CFP®, the firm's founder and owner.

When important financial decisions arise, you'll work with an experienced advisor who understands your goals, your family, and your long-term financial plan. You won't be passed from advisor to advisor or treated like just another account number.

At the same time, you're not relying on a single individual. Scott is supported by a dedicated team of professionals who work behind the scenes to ensure that client needs are addressed promptly and efficiently. From client service and account administration to ongoing support and communication, our team is committed to delivering an exceptional client experience.

In addition, Clipper Wealth Management is supported by the resources and capabilities of LPL Financial, the nation's largest independent broker-dealer.* Through this relationship, our clients benefit from sophisticated technology, investment platforms, research resources, and operational support while we maintain the independence that allows us to focus on serving our clients' best interests.

The result is the best of both worlds: personalized advice from a local independent fiduciary advisor, backed by an experienced team and the resources of a national industry leader.

Is It Time for a Second Opinion?

Many people first contact us because they're asking important questions:

• 📊 Am I on track for retirement?
• 🎯 Is my current financial plan realistic and achievable?
• ⚖️ Are my investments aligned with my goals and risk tolerance?
• 💸 Am I paying unnecessary fees?
• 🔍 Are there tax planning opportunities I may be missing?
• 🗂️ Do I have a coordinated strategy, or just a collection of accounts?
• 🤝 Is my advisor truly acting in my best interest?

If you've been asking yourself any of these questions, a second opinion may provide valuable insight.