Schlipman Wealth Advisors
When we talk about the ways that wealth and financial stability can define the individual, it has little to do with a balance sheet, and more to do with a balanced life. True Wealth is all that money can’t buy and death can’t take away. It takes far more than financial planning. It requires a comprehensive approach with as much imagination as innovation – creativity paired with careful calculation. As your trusted advisor, we are wholly dedicated to helping you reach a higher purpose for your wealth and design a lasting legacy for your family. We leverage deep industry knowledge, a vast network of specialized services, proven investment strategies and a passion for serving you. Live your life by design, not by default.
Schlipman Wealth Advisors is a Quincy-based wealth management firm dedicated to providing you with the highest level of service and delivering trust, transparency and accountability to ensure you have a professional and personal experience with your advisor. Our team focuses on helping you pursue your financial goals and objectives. Through our Wealth Enhancement Group, Investment Committee, and Research team, we offer a holistic process to managing your wealth. Our mission is to inspire our clients to achieve True Wealth by making informed decisions through communication and service that exceeds their expectations. While Schlipman Wealth Advisors was launched in 2012, Founder and CEO, Mark Schlipman began his career in 1997. As your most trusted financial advisor, it’s important that we offer you a comprehensive plan to help you pursue your financial goals and objectives. You trust us to provide a blueprint that will take you in the right direction. We’ll continually monitor and evaluate your financial plan and communicate with you in a transparent way, so you’ll know your plan is always up-to-date. And finally, we hold ourselves accountable to helping you take the necessary steps in following your financial plan. By providing holistic wealth planning services, you can be confident that your financial needs are accounted for at Schlipman Wealth Advisors. Wealth Management Our disciplined investment management process is driven by our team of research analysts and our Investment Committee. These professionals provide you with the information you need to understand why we make investment decisions that are in the best interest for your portfolio. Wealth Planning Through our team of wealth planning professionals, your financial plan will always remain up-to-date and relevant to your unique goals and objectives. Risk Management With life, long-term care and disability coverage, our insurance specialists help you identify risks and appropriate coverage for your financial situation. Estate Planning Our team will help you develop and establish an estate plan, so you’ll know how your assets will be distributed. Tax Planning We have a team of in-house CPA’s that offer tax planning services and tips on how you can save money.
Address: 1890 Maine St. Quincy, IL 62301, USA
Phone: +1 217 228 7799
FAX: +1 217 228 7777
