Newpark Wealth Management
Private Wealth Advisor
Fee-Only CERTIFIED FINANCIAL PLANNER™ and Wealth Manager located in Park City, UT
Matthew Seppanen, CFP® is a Park City, UT fee-only financial planner. Newpark Wealth Management is held to the Fiduciary Standard and specializes in Tax Planning, Estate Planning and Investment Management.
Matthew Seppanen is a Financial Advisor in Park City, UT.
Matthew started Newpark Wealth Management 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. This process delivers wealth management services and investment strategies typically only available at the highest levels of wealth to his clients.
Partnering with your CPA and Estate Planner, Matthew leads the Investment Management side of a client's financial team. A date 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 and holds the CFP® marks. Matthew is an Investment Advisor Representative and has retained the Series 66 securities registration.
Fun 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.
Matthew Seppanen is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Newpark was founded with one simple question:
"What is best for the client?"
From this question, comes our way of doing business as a Fee-Only Fiduciary, which means your interests always come first.
Newpark Wealth Management specializes in personalized Financial Planning and Investment Management for clients 50-60 years old and approaching retirement.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Tax Planning
- Estate Planning
- Financial Planning
- Investment Management
- Retirees and Near Retirees
- Clearly Defined Fees
- In-Office Meetings
- Virtual Meetings
Professional Designations & Affiliations
Matthew Seppanen is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Matthew Seppanen is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Matthew Seppanen is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Matthew Seppanen
2720 Homestead Rd
Park City, UT 84098