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About Us

Our Story

How It All Started

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Thomas Lipp
FOUNDER
Our Mission Statement

Building Lasting Prosperity

Financial success is usually measured by the size of your account;
We believe true WEALTH is a reflection of your impact and legacy.

Building

Building takes planning, effort and time

Lasting

Lasting means enduring, even permanent

Prosperity

Prosperity is the ability to enjoy without fear, stress or anxiety

Who we Work With

Our Key Partners

Portfolio Strategies Corporation

Portfolio Strategies is an investment dealership that supports independent financial advisors who are dedicated to giving their clients the very best in professional, customized, non-biased financial and lifestyle advice.

PPI

PPI helps Advisors assist their clients in achieving their most important life milestones with financial protection and security - through life insurance, living benefits, and investments.