2452 Route 9,
We are a team of independent advisors that specialize in various areas of wealth management.
Working cohesively, we will help chart your course and adjust as needed to your destination point. Integrity is of utmost importance to our business transactions and our own individual characters.
We are committed to close and periodic open communication with our clients.
We use current technology to enhance our service deliveries, while not limiting direct client communication.
At Champlain Wealth Management, we want to chart your course to a successful retirement. You provide the destination and we’ll chart your course to ensure everything is on track along the way. Our time-tested, financial planning approach is:
At Champlain Wealth Management, we believe in being accessible to our clients as opposed to them being handled by a rotating team of less experienced and unaccountable employees. If you are looking for a team whose integrity and experience lead the process of managing your financial future, please contact us to set up an appointment.
Our team approach adds perspective to all we do, which benefits our clients.
Steve Hipsley, CFP is the founder and president of Champlain Wealth Management opening the business in 2008 with the vision of helping others plan for and realize their financial future. After more than 25 years of helping people,...
Douglas Brady adds significant value to every client engagement and measures his own effectiveness by the impact his financial plans have on clients' lives. He brings extensive experience as an independent planner whose focus is on the...