Matthew Seppanen, CFP® Newpark Wealth Management

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About Matthew Seppanen, CFP®

Matthew Seppanen, CFP® is the founder of Newpark Wealth Management.

His vision for starting Newpark is to answer every question simply, and with the reply:

What is best for the client?

With the desire to always do what is best for the client, Matthew created and refined the PEER™ Wealth Management, and TERM™ Investment Processes. These processes deliver wealth management services typically only available at the highest levels of wealth to his clients.

Partnering with our client’s CPA and Estate Planner, Matthew leads the investment management side of your financial team. A personalized strategy is created, and appropriate investments are selected to meet our client’s goals; from capital preservation and income generation, to tax-efficiency and growth.

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. He 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 US Open, but he is most proud of the fact that he used to be able to dunk a basketball.

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Ideal Clients

  • Baby Boomers
  • Estate Planning
  • Tax Planning
  • Wealth Management

Ways Advisor Charges

  • Flat Fee
  • Assets Under Management

Fee Options

  • AUM Fee Structure:
  • 1.00% for the first $1,000,000
  • 0.70% for the next $4,000,000
  • 0.40% above $5,000,000

SEC Records