Wealth Management &
Investment Planning Services
Our Wealth Management Firm was started in 2001 after Art Timpe III, CPA, CFP® indicated an interest in financial planning to Art Jr. and Gary. Art Jr. and Gary had identified that investment planning and wealth management went hand in hand with the tax planning and closely-held business consultation services they were already providing in the CPA Firm, as well as the estate planning and wealth transfer services Gary was planning to provide upon completion of law school. When Art III expressed an interest in that area, the concept of integrating the three unique disciplines under one roof came together. And just like the Law Firm, our Wealth Management Firm is an extension of the quality professional services being offered under the Timpe name since 1977.
Our wealth management practice focuses on implementing investment portfolio management strategies designed specifically for each client's unique situation. We evaluate each client's financial goals, income and growth needs, tolerance for market risk and volatility, and investment time horizon to develop a portfolio specifically tailored to the client.
Our wealth management practice integrates closely with both the CPA Firm's tax planning services and the Law Firm's estate planning services to ensure we design investment accumulation and retirement distribution strategies that are as tax efficient as possible and pass as much wealth as possible to the next generation. Clients do not hear "check with your tax advisor on the impact of this transaction" from our advisors - we know taxes and we make investment decisions fully cognizant of the tax impact.
Our investment strategy is based in the 50+ years of financial science that has identified the sources of investment returns. With sound diversification strategies, appropriately balanced portfolios from a risk perspective, and adequate exposure to specifically identified market risk factors, we counsel clients on realistic performance expectations over relative time horizons to deliver successful investment experiences.