Steven Hipsley
President at Champlain Wealth Management | Saratoga Springs, New York, United States
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As President of Champlain Wealth Management, Steven Hipsley leads a dynamic team dedicated to providing comprehensive corporate retirement plan fiduciary and investment advisory services tailored to high-net-worth individuals and families. With a strong foundation in wealth management, Steven has successfully cultivated a practice that serves 160 corporate and individual clients, managing approximately $100 million in assets. His expertise lies in developing strategic financial solutions that not only address immediate investment needs but also focus on long-term sustainability and growth.
Under Steven's leadership, Champlain Wealth Management has implemented a holistic approach to financial and retirement planning, ensuring clients can confidently answer critical questions such as, "Do I have enough money to retire?" and "When can I retire?" This client-centric philosophy emphasizes personalized service, allowing for tailored strategies that align with each client's unique financial goals and aspirations.
Key projects spearheaded by Steven include the enhancement of corporate benefits programs and the development of executive wealth management services, which have significantly increased client satisfaction and retention. His proficiency in investments, retirement planning, and strategic management has positioned Champlain Wealth Management as a trusted partner in navigating the complexities of financial services. By leveraging his leadership skills and deep industry knowledge, Steven continues to drive growth and innovation within the firm, ensuring that clients receive the highest level of service and expertise in their financial journeys.
President at Champlain Wealth Management in March 2009 to Present
Regional Vice President at American Funds in August 2000 to March 2009
Account Exectuive at DaileyAccess.com in January 1999 to August 2000
Account Executive at Professional Pensions in January 1994 to January 1999
Account Executive at MetLife in January 1992 to January 1994
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Investments
Management
Financial Services
Retirement
Wealth Management
Securities
Retirement Planning
Sales
Strategic Planning
Leadership
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What is Steven Hipsley email address?
Email Steven Hipsley at [email protected] and [email protected]. This email is the most updated Steven Hipsley email found in 2026.
What is Steven Hipsley phone number?
Steven Hipsley phone number is +15185812869.
How to contact Steven Hipsley?
To contact Steven Hipsley send an email to [email protected] or [email protected]. If you want to call Steven Hipsley try calling on +15185812869. (updated on October 31, 2024)
What is Steven Hipsley net worth?
Steven Hipsley has an estimated net worth of -$2,499 to $2,499
What company does Steven Hipsley work for?
Steven Hipsley works for Champlain Wealth Management
What is Steven Hipsley's role at Champlain Wealth Management?
Steven Hipsley is President
What industry does Steven Hipsley work in?
Steven Hipsley works in the Financial Services industry.
Steven Hipsley Email Addresses
Steven Hipsley Phone Numbers
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