Matthew Seppanen, CFP® Newpark Wealth Management

Contact this advisor

About Matthew Seppanen, CFP®

Newpark Wealth specializes in financial planning and portfolio management for Emergency Room physicians and mid-career medical professionals.

We do our best work for physicians who have neither the time, nor mental energy, to properly manage their increasingly-complex finances – as career, and/or family, fully consume those scarce resources.

Our clients are generally skeptical of the financial services industry and (rightfully) believe that the majority of financial products and services are a rip-off.

Our clients, are however, eager to outsource portfolio management, financial planning, and tax decisions to a trusted firm worthy of the role.

Newpark Wealth develops holistic plans that integrate 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 stress of the profession deeply enough to accurately build, and continuously refine, projections of your household net worth.

Ultimately, Newpark proactively prioritizes your financial action items in an effort to entirely relieve you of that mental burden and protect your time.

Contact this advisor

Ideal Clients

  • Established Professionals
  • Gen X
  • Medical Professionals
  • Mid-Career Professionals

Ways Advisor Charges

  • Assets Under Management

Fee Options

  • AUM: 0.25% per quarter

SEC Records

Loading...