Updated October 24, 2023
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Stapp Wealth Management

Investment Advisor Firm
Total assets under management$105M
Years in business28+

About Stapp Wealth Management

Stapp Financial is a trusted registered investment advisory firm with an impressive track record spanning over two decades. Established in 1996, their unwavering mission is to guide individuals through life's financial challenges, ensuring they navigate the complexities of financial planning with confidence.

At the helm of this esteemed firm is Gregory T. Stapp, a seasoned financial expert with over three decades of experience. His unique combination of skills as a Certified Public Accountant (CPA) with a Personal Financial Specialist (PFS) designation enables him to provide comprehensive insights into income tax planning, financial planning, and wealth management.

With a focus on personalized financial strategies, Stapp Financial empowers clients to tackle their financial goals, whether retirement planning, tax strategies, or wealth management. Their decades of experience and commitment to client well-being make them a reliable partner for a secure financial future.

Pricing options

Monthly Fee
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Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Wealth Management
  2. Investment Management
  3. Financial Planning
  4. Tax Strategies

More about Stapp Wealth Management

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1165533

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Pricing options

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Assets Under Management

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