About Matthew
Matthew Snipes formed Topsail Wealth Management to continue his mission of putting client interests first and to deliver a premier client experience. He spent over fifteen years with Vanguard focused on client service in all areas of wealth management. During the last seven years, Matthew provided ultra-high-net-worth investment advice and wealth management to clients through Vanguard Personal Advisor Services and Vanguard National Trust Company. A believer in a client focused, cost effective wealth management approach, Topsail Wealth Management will continue that mission.
Areas of focus
Credentials & background
Designations
Education
University of South Carolina
Clients served
Regulatory
The firm
Bates Group provides comprehensive consulting and expert testimony services to the financial services industry. With a focus on litigation and regulatory matters, our professionals offer deep expertise in securities, derivatives, and complex financial products. Our services include forensic accounting, damages analysis, and regulatory compliance consulting. We help clients navigate complex disputes and regulatory challenges, providing clear and objective analysis.
11215 N. Community House Road Suite 775 Charlotte, NC 28277$1.31B assets under management