Newpark Wealth Management
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Park City, UT 84098
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Matthew Seppanen is a Salt Lake City, UT Fee-Only Financial Planner located in Park City and serving clients across the country. Newpark Wealth Management specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Matthew Seppanen is a NAPFA Associate Member.
Matthew Seppanen is a Financial Advisor in Park City, Utah.
Matthew started Newpark Wealth Management with with the goal of answering every question with - what is best for the client?
It is this strong desire to always do what is best for the client that drove Matthew to create and refine the PEER™ Wealth Management Process and the DTAQ™ Investment Process. These processes deliver wealth management services and investment strategies typically only available at the highest levels of wealth to his clients.
Partnering with our client’s CPA and Estate Planner, Matthew leads the investment management side of your financial team. A date-specific, and dollar-specific Financial Plan is created, and an Investment Policy Statement is adopted for your family. At that time, the most appropriate investments are selected and your portfolio is constructed to help you meet your goals.
As a graduate of Northwestern University, Matthew competed on the golf team and was an All-American. He completed his post graduate work in the CERTIFIED FINANCIAL PLANNER™ Certification program through Pepperdine University. Matthew is an Investment Advisor Representative and has retained the Series 66 securities registration.
Fact: Matthew played professional golf for 11 years and competed in the 2003 U.S. Open – but he is most proud of the fact that he used to be able to dunk a basketball.
Newpark Wealth Management was founded with one simple question - What is best for the client?
From this simple question, comes our way of doing business as a Fiduciary, which means your interests come first.
Newpark specializes in personalized Financial Planning and Investment Management for clients 50-60 years old and approaching retirement.