Matthew Seppanen, CFP® Newpark Wealth Management
- 2720 Homestead Rd Suite 140, Park City, UT 84098
- (435) 656-4410
- http://newparkwealth.com
About Matthew Seppanen, CFP®
Newpark Wealth specializes in financial planning and investments for Emergency Physicians.
We do our best work for Emergency Physicians in their 40s who are tired of working night shifts and are looking to retire at 55.
Our clients have neither the time, desire, or mental energy to properly manage their increasingly complex finances, as career, family, and recreation consume those scarce resources.
Our clients are eager to outsource financial planning and investment management to a trusted advisor.
We work with you to develop a comprehensive financial plan that integrates your income, expenses, assets, liabilities, insurance coverage, employee benefits, estate planning, tax strategy, and unique goals.
We understand the nuances of your career arc – and the stresses of Emergency Medicine – deeply enough to accurately build, and continuously refine, projections of your household net worth.
Ultimately, Newpark proactively prioritizes your financial action items to entirely relieve you of that mental burden and protect your time – while preparing you to retire at age 55.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Established Professionals
- Gen X
- Medical Professionals
- Mid-Career Professionals
- Pro Bono
Ways Advisor Charges
- Assets Under Management
Fee Options
- Assets Under Management: 1.00% per quarter
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
