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Text Content

2452 Route 9, Suite 304, Malta, NY 12020

(518) 583-7526
shipsley@cwm-ltd.com

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REACH THE MILESTONES IN YOUR JOURNEY


IT'S NOT JUST A STRATEGY. IT'S PERSONAL.

The financial landscape is vast and ever growing. With hundreds of companies and
available products designed to help millions of people, status quo is no longer
sufficient. No two clients have the same concerns, and no two clients should
have the same, cookie-cutter financial strategy. 

Let's Talk


ARE YOU FINANCIALLY SECURE?

Various stages of life can prompt the same question: "Will I be ok financially"?

At Champlain Wealth Management, we are committed to helping you confidently
answer that question through our financial planning and retirement planning
processes.

We are a full-service wealth management company in Malta, serving the Capitol
District, including Saratoga Springs, Ballston Spa, Niskayuna, and Clifton Park,
as well as Glens Falls and Queensbury.  We are committed to helping individuals
and families achieve financial success.

Watch here to learn more about our Wealth Management Approach:







OUR PHILOSOPHY

We are a cohesive team of independent financial advisors that specialize in
various areas of wealth management. We use our 65 years of combined experience
for your benefit. We will work cohesively to help you chart your retirement
course and keep you on track to your destination. Our experience combined with
our firm’s independence allows us to recommend the best solutions for your
financial picture, all for a very reasonable fee.


RETIREMENT PLANNING

We believe that it's never too early to begin planning for the future you’ve
always envisioned – especially when it comes to your financial future. Find out
more about how you can plan the retirement of your dreams.

Learn More


INVESTMENT ADVISORY

Our team can analyze your assets, help you set goals, protect your income, and
chart a financial course that will allow you to achieve the dreams you have for
your future.

Learn More


RISK MANAGEMENT

We understand that while risk is inevitable, it can be handled much more
smoothly if you prepare for them first. We help to prepare clients for the
emotional burden of unexpected risk by providing real-life experiences as
examples and reflecting those scenarios in your financial plan.

Learn More


ESTATE PLANNING

We want you to feel secure that your money will go to the right people and
places after you’ve passed, and we assist in connecting those dots by developing
a thorough, safe estate plan tailored specifically to you.

Learn More


SERVING AS THE CFO OF YOUR RETIREMENT

We believe in a focused, client-centered approach that works to uncover any
unseen obstacles in your financial future and helps to prepare you to overcome
them. Risk is inevitable – but financial anxiety doesn’t have to be. As a small,
accountable, and experienced team of professionals, we are able to give you all
the attention you deserve so that you can achieve your financial goals and
needs.


WHAT OUR TEAM HAS TO SAY:

“I STRIVE TO MAKE SURE THAT MY CLIENTS FEEL COMFORTABLE AND CONFIDENT IN THEIR
RETIREMENT DECISIONS, AND I AM MOTIVATED BY PROVIDING THEM WITH THE TRUST AND
CONFIDENCE THEY NEED TO REACH THEIR GOALS AND DREAMS.”

- Steve Hipsley

“I AIM TO FOCUS ON THE RELATIONSHIPS WITH MY CLIENTS SO THAT I CAN HELP THEM
ACHIEVE THEIR LONG-TERM GOALS. WHEN PROVIDING ADVICE TO MY CLIENTS, I ALWAYS
MAINTAIN AN OBJECTIVE AND HONEST VIEWPOINT OF THEIR UNIQUE SITUATION.”

- Doug Brady

“I STRIVE TO MAKE SURE THAT MY CLIENTS FEEL COMFORTABLE AND CONFIDENT IN THEIR
RETIREMENT DECISIONS, AND I AM MOTIVATED BY PROVIDING THEM WITH THE TRUST AND
CONFIDENCE THEY NEED TO REACH THEIR GOALS AND DREAMS.”

- Steve Hipsley

“I AIM TO FOCUS ON THE RELATIONSHIPS WITH MY CLIENTS SO THAT I CAN HELP THEM
ACHIEVE THEIR LONG-TERM GOALS. WHEN PROVIDING ADVICE TO MY CLIENTS, I ALWAYS
MAINTAIN AN OBJECTIVE AND HONEST VIEWPOINT OF THEIR UNIQUE SITUATION.”

- Doug Brady

“I STRIVE TO MAKE SURE THAT MY CLIENTS FEEL COMFORTABLE AND CONFIDENT IN THEIR
RETIREMENT DECISIONS, AND I AM MOTIVATED BY PROVIDING THEM WITH THE TRUST AND
CONFIDENCE THEY NEED TO REACH THEIR GOALS AND DREAMS.”

- Steve Hipsley

“I AIM TO FOCUS ON THE RELATIONSHIPS WITH MY CLIENTS SO THAT I CAN HELP THEM
ACHIEVE THEIR LONG-TERM GOALS. WHEN PROVIDING ADVICE TO MY CLIENTS, I ALWAYS
MAINTAIN AN OBJECTIVE AND HONEST VIEWPOINT OF THEIR UNIQUE SITUATION.”

- Doug Brady



STEVEN J. HIPSLEY, CFP

President/Owner



DOUGLAS BRADY

Vice President




HELPFUL CONTENT

Curated articles, videos, and more for a financially savvier you.


BEHAVIORAL FINANCE

An amusing and whimsical look at behavioral finance best practices for
investors.
Learn More


SILVER SNEAKERS 101

Medicare’s popular program, offering free gym membership and health education.
Learn More


REPLACING YOUR MEDICARE CARD

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful
article.
Learn More


8 TIMELESS PRINCIPLES OF INVESTING

Financial planning doesn't have to be overwhelming. Download this guide to get
some bite-sized pieces of timeless financial advice.

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Address

Get My Free Guide


WE'RE HERE FOR YOU!

Over the past fourteen years, we have helped over 500 clients prepare for and
maintain their financial objectives.

Contact Us



HAVE A QUESTION?

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Email
Address
Question
Submit
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CONTACT

Office: (518) 583-7526

Toll-Free: (518)429-6557

Mobile: (860) 798-1280

2452 Route 9

Suite 304

Malta, NY 12020

shipsley@cwm-ltd.com



QUICK LINKS

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information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
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FINRA/SIPC (FINRA/SIPC). Advisory Services offered through American Portfolios
Advisors, Inc. a SEC registered Investment Advisor. American Portfolios
Financial Services, Inc. and American Portfolios Advisors, Inc. are not
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