Grow Your Wealth With Stapp Financial

Life’s better when you work with people who understand your needs.

A Personalized Approach to Wealth Management

Whether you are growing your wealth, already retired or thinking about retirement, or going through other transitions such as having children or selling a business, Stapp can help. We work with you to develop a personalized investment and financial strategy to achieve your unique financial goals.

Our Services

Investment Management

Personalized strategies based on market insights and extensive research to best meet your investment objectives and protect your wealth.

Financial
Planning

Stay on a healthy financial path with dedicated, strategic advisory services that evolve to meet your needs no matter the stage of life.

Tax
Strategies

No two tax clients are the same. Take advantage of in-depth tax planning strategies tailored to your needs.

Retirement Planning

We believe you should enjoy your retirement! We’ll help you chart a path toward a relaxing and successful retirement.

Who We Are

Gregory T. Stapp
Thomas Stapp
Rebecca Stapp
Gregory T. Stapp

Gregory T. Stapp, CPA/PFS, CFP®

Greg has been helping people with their finances since 1985. He has extensive experience with income tax planning and preparation, in addition to financial planning. His unique experience allows him to provide a detailed perspective when it comes to your financial planning and wealth management.

Thomas Stapp

Thomas Stapp, CFP®

Thomas has been a part of Stapp Wealth Management since 2017. He works directly with clients on financial planning issues and guides all research into our investment management process.

Rebecca Stapp

Becky Stapp

Becky has 20 years of experience helping clients with financial issues. You will find her working extensively in client interactions, investment trading and money requests.

Insights from Stapp Financial

Podcast: 

Ep 1

 
The Oil Trap

Macro Thoughts

The Biden Capital Gains Tax Increase – Will It Hurt Investment Markets?

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