Newpark Wealth Management
Private Wealth Advisor
Fee-Only CERTIFIED FINANCIAL PLANNER™ and Wealth Manager located in Park City, UT
Meet Matthew Seppanen
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
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
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.
Contact Matthew Seppanen
2720 Homestead Rd
Park City, UT 84098