Clipper Wealth Management
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.
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It’s also great that he regularly touches base with us to discuss the current market situation and any recommendations to our portfolio.
He has done well handling our retirement and estate planning (for myself and my wife) in case something happens to one of us.
Thompson has been handling all of my retirement and investments for over 7 years and I have been very pleased.
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