Clipper City Capital

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Steve Hoffman

Steve Hoffman

Financial Advisor

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Matthew Snyder

Matthew Snyder

Financial Advisor

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Benjamin Hoffman

Benjamin Hoffman

Private Wealth Advisor

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Henry Slyker

Henry Slyker

Financial Advisor

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Team

Heather Sommerfield

Heather Sommerfield

Registered Client Service Associate

Sue Van Metre

Sue Van Metre

Registered Client Service Associate