Topsail Wealth Management, LLC
Topsail Wealth Management, LLC is a fiduciary-driven investment adviser headquartered in Charlotte, North Carolina. Founded by Matthew Snipes, a veteran of Vanguard, Topsail specializes in providing comprehensive wealth management services tailored for high-net-worth individuals and families. The firm offers client-focused, cost-effective solutions in investment management, financial planning, tax, estate, and family office services. It leverages industry-leading technology and independent partnerships to deliver high-touch service and institutional quality investment strategies.
Investment Strategy
Topsail Wealth Management employs a proactive, disciplined investment approach focused on personalized portfolios, tax-efficient strategies, and diversified asset allocation. Their philosophy emphasizes low-cost implementation, ongoing rebalancing, and holistic wealth management that integrates financial, tax, and estate planning. Investment solutions include direct indexing, alternative investments, and partnership with industry-leading custodians like Charles Schwab. Topsail aims to deliver institutional-level strategies paired with dedicated family office-style service to maximize value for clients and preserve generational wealth.
Top Holdings
Equity Positions (235)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 24.71% | $135.2M | 443,518 | $289.59 | $303.93 | +$15.4M |
V VTEB | VANGUARD MUN BD FDS | 11.38% | $62.2M | 1,269,611 | $50.13 | $49.03 | -$1.3M |
C CINF | CINCINNATI FINL CORP | 8.63% | $47.2M | 317,002 | $143.70 | $148.92 | -$1.2M |
V VXUS | VANGUARD STAR FDS | 7.75% | $42.4M | 613,670 | $58.96 | $69.09 | +$4.0M |
V VOO | VANGUARD INDEX FDS | 6.35% | $34.7M | 60,950 | $540.92 | $568.03 | +$5.7M |