Stephen Lupkas| CFP®
Dockside Wealth Advisors
- Fee-Only Financial Planning
- Investment Management
- Retirement Planning
- 401(k) and IRA Advice
Shelton, CT 6484
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Stephen Lupkas is a Shelton, CT Fee-Only Financial Planner serving the New York City to Newport corridor and all surrounding areas. Dockside Wealth Advisors specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Stephen Lupkas is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Stephen Lupkas, CFP® is founder of Dockside Wealth Advisors, an independent, fee- only holistic financial planning practice with a focus on investment management. Steve’s clients benefit from his more than 25 years of diverse financial planning experience developing logical and straightforward solutions to solve their unique financial needs.
Steve utilizes his extensive and valuable financial knowledge working primarily with corporate executives, professionals and retirees to address their wealth management and financial planning issues.
Steve is a graduate of Sacred Heart University, where he received a BS in finance. Board certified, he received the Certified Financial Planner (CFP®) designation in 1996 after passing a challenging 2-day exam and agreeing each year since to uphold the rigorous requirements of this pinnacle educational achievement in the financial planning profession. He has passed the Series 7, 63 and 65 examinations and previously satisfied the requirements of holding life, accident and health insurance licenses.
A passion for investments and entrepreneurship led Steve to become first involved in financial planning as early as age 15 explaining the benefits of, and helping friends find, the best local bank savings rates. He has been featured on local television as a financial planning specialist and has had several articles published in local newspapers on investing and financial planning topics. He was named among the top seven percent of wealth managers in Connecticut by Connecticut Magazine, and he received the "5 Star Wealth Manager" award in 2010, 2011, and 2012.
♦ Ed Slott's Elite IRA Advisor Group™; the nation’s most exclusive group of financial advisors dedicated to solving the country’s biggest and most complex financial problem — effectively managing, and the distribution of, Individual Retirement Account (IRA) assets.
♦ Member - Financial Planning Association (FPA)
♦ Member - National Association of Personal Financial Advisors (NAPFA)
Giving back to the community:
Shelton Youth Soccer Association
At Dockside Wealth Advisors, we're much more than just financial planners and money managers. Having worked with hundreds of affluent clients over the years, we understand just how complex your financial life can be. Serving as your true wealth advisor,we dive deeply into every corner of your financial life to provide a fully integrated planning approach that includes:
Coordinating your tax situation with your investment portfolio
Integrating your risk management and protection (insurance) programs to complement your estate plan
Maximizing your executive benefit programs
Leveraging the financial opportunities of your small business
Identifying and prioritizing specific goals and objectives
Exploring your tolerance for risk
Selecting the most appropriate solutions to meet your needs
Recommending other trusted professionals to address any advanced planning needs
Our understanding of the unique complexities of your financial life can help you overcome many of the obstacles to accumulate, protect, and grow wealth. We've come to master and appreciate similar challenges and then develop effective solutions for our clients. As we build your financial plan, we carefully evaluate the potential impact of economic and financial conditions.
As your wealth managers, our goal is to help you reap the benefits of years of hard work and smart money management while helping you remain on track to achieve your long-term financial goals.