Clipper Wealth Management, LLC

Clipper Wealth Management, LLC is a financial planner in San Antonio, TX. The firm serves South and Central Texas as well as the San Luis Valley in Colorado, offering custom wealth management strategies tailored to individual needs and goals. Services include financial planning, retirement plans, income retirement planning, tax plans, 401k and 403b planning, college plans, estate plans, money management, and various insurance products such as disability income, life, long-term care, and individual health insurance. The firm also handles bonds, common stock, educational IRAs, traditional IRAs, Roth IRAs, SEP IRAs, Simple IRAs, fee-based advisory accounts, treasury bills, government securities, treasury notes, variable annuities, money purchasing plans, and profit sharing plans. With a 5.00 rating based on client reviews, the business is known for providing lifelong financial guidance through life transitions.

The firm operates with a value-based approach, emphasizing trust, honesty, and integrity. Scott Cash Thompson, CFP, is the owner and certified financial planner who leads the practice. Thompson’s path into financial planning was influenced by reading investment books and Warren Buffett commentaries in the late 1990s. The team approach is designed to help clients navigate complex financial services by providing diverse opinions and background expertise. Thompson is personally passionate about special needs children and charities, and enjoys fly-fishing, golf, and live country music. Clients have noted his professionalism, regular market updates, and ability to teach alongside advising, helping them maintain control over their financial decisions.

The office is located at 16170 Jones Maltsberger Road, Suite 102. It sits on Jones Maltsberger Road, about a tenth of a mile from Mud Creek and Elm Creek. Mud Creek Park is also nearby, roughly four-tenths of a mile away, along with Redland Road and Redland Oaks Elementary School, which is about six-tenths of a mile from the office.

Clipper Wealth Management, LLC is recognized for its positive customer rating and its focus on personalized, value-driven financial planning in San Antonio.

Services:

• Custom Wealth Management
• Investment Portfolio Management
• Lifelong Financial Guidance
• Retirement Planning
• Tailored Financial Strategy