Clipper Wealth Management, LLC

Clipper Wealth Management, LLC is a financial planner in San Antonio, TX, serving clients across South and Central Texas and the San Luis Valley in Colorado. The firm specializes in personalized financial and retirement planning, offering tailored strategies for investment management, tax planning, estate planning, 401(k) and 403(b) planning, college savings, long-term care insurance, life insurance, and fee-based advisory accounts. With a focus on lifelong financial guidance, the firm emphasizes education, integrity, and client-centered service. Rated 5.00, the business is recognized for its thorough, well-documented approach and strong client relationships, as reflected in detailed testimonials praising Scott Cash Thompson’s expertise, professionalism, and consistent communication.

The firm operates with a value-based investment philosophy rooted in trust, honesty, and integrity. Scott Cash Thompson, the owner and CFP® professional, brings personal experience and deep commitment to helping clients navigate life transitions with clarity and confidence. The team takes a proactive, client-first approach, leveraging diverse expertise to develop customized financial strategies that align with individual goals. Clients benefit from ongoing support, regular market updates, and a focus on empowering individuals through financial literacy. The firm is affiliated with LPL Financial, a nationally recognized leader in wealth management that supports financial advisors with robust tools, investment solutions, and practice management resources.

Located at 16170 Jones Maltsberger Road, Suite 102, the firm sits just a short drive from Mud Creek Park and Redland Oaks Elementary School, nestled between Jones Maltsberger Road and Redland Road. It is approximately 0.4 miles from Mud Creek and Elm Creek, with the nearby park and school serving as local landmarks. The office is situated in a quiet, accessible area surrounded by natural and community features.

Clipper Wealth Management, LLC stands out for its comprehensive, well-documented online presence and a website optimized for clarity and accessibility. Clients consistently highlight the firm’s professionalism, reliability, and personalized attention. The combination of deep expertise, a client-driven philosophy, and strong community ties reinforces its reputation as a trusted financial partner in San Antonio.

In a city where financial stability is a shared priority, Clipper Wealth Management, LLC delivers clarity, consistency, and long-term confidence, helping clients live the lives they’ve envisioned.

Services:

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