Professional Wealth Management

At Thomas Philipp Wealth Management Group, our mission is to provide our individual and business clients with the right information to make confident decisions for financial independence, clarity, comfort, and security. We are dedicated to 360° financial planning through wealth enhancement and income protection. Our team of experienced financial professionals is committed to understanding your goals and developing a personalized plan to reach them.

Our Approach

Our philosophy is simple: we want to get to know you to help you make the best decisions possible. We take the time to understand your unique situation, your goals, and your aspirations. We then develop a comprehensive financial plan that addresses all aspects of your financial life, including retirement, estate, investment, insurance, tax, and money management. Our approach is non-proprietary, and we are committed to transparency and open communication.

Our Services

We offer a wide range of financial services designed to help you achieve financial clarity and security. Our services include:

• Retirement planning: We help you create a sustainable retirement income stream and develop a plan to reach your retirement goals.
• Estate planning: We help you protect your assets and ensure that your legacy is protected for future generations.
• Investment planning: We develop a customized investment strategy that aligns with your risk tolerance and financial goals.
• Insurance planning: We help you protect your income and assets from unexpected events such as death, disability, or illness.
• Tax planning: We help you minimize your tax liability and maximize your after-tax returns.
• Money management: We provide guidance on budgeting, cash flow management, and debt management.

Our Team

Our team of experienced financial professionals is dedicated to providing you with exceptional service and personalized attention. Our team includes:

• Thomas R. Philipp, CLU, ChFC, CFP: Senior Partner and Certified Financial Planner
• Carrie Good: Business Manager
• Colton Shields: Paraplanner