Private Wealth Management

Serving as Your Independent, Informed Financial Advocate

Wealth Management for Individuals Personalized Financial Services for High Net Worth Individuals and Families

You’ve worked hard to earn your money and have been wise to determine to invest it. You deserve to be rewarded for your hard work and responsible decisions. At XPYRIA, we believe investing and financial planning are inseparable, so we simultaneously provide you with unparalleled investment management and financial planning services. We are committed to addressing your specific needs to help you meet or exceed your wealth objectives. Our commitment, knowledge, and experience make us uniquely qualified to successfully address every investment scenario.

XPYRIA’s Key Differentiator

"The best investment plans often fail not because they are flawed, but rather because they are misunderstood, distrusted, and therefore willingly abandoned at the worst possible times. Many of the problems encountered as investment professionals are not found in the financial markets (external), but instead, in the clients’ perceptions and emotions (internal). XPYRIA endeavors to coach its clients to aid in their understanding of the financial markets. XPYRIA’s objective counsel leads to more stable expectations and better control of emotional triggers that can otherwise derail the continuation of a prudent investment plan."
- Joe Salpietro
Chief Executive Officer

Our Management Services Will

  • Analyze your complete situation, including cash flow, debt, outside investments, needs of your family, refinancing options, and more
  • Create your wealth plan, including retirement analysis and planning
  • Work with your tax advisor and others to maximize efficiency and minimize tax implications
  • Provide ongoing education while also developing, documenting, and updating your investment policy

Our Keys to Investment Success

  • Develop a thoughtful, written plan. If you fail to plan, plan to fail.
  • Remain focused on the future, not the past.
  • Be humble and keep an open mind.
  • Investment research is an arduous process. Put in the time and do the work.
  • Patience is a virtue and a requirement of success.
  • Keep investment costs in check.
  • Understand all facets of investment risk and work to minimize all that apply to your circumstance.
  • Losing less should always take precedence over making more.

Our Keys to Superior Service

  • Make prompt service to the client a cultural priority.
  • Always strive to provide additional value to the client relationship.
  • Tailor service and information in a relatable fashion to meet the client’s needs.
  • Meet regularly with clients to foster long-term trust and two-way communication.
  • Explain actions to reinforce and promote intelligent investing.
  • Act with true professionalism and scrupulous honesty.

We Serve

  • Individuals nearing retirement age who need a knowledgeable partner to manage your investments and help you meet your goals in retirement
  • Individuals who are early in the journey toward retirement and need advice on planning for your financial future
  • Individuals who are you in the midst of a major life transition having lost a spouse or experiencing divorce
  • Families who are concerned about the transfer of wealth to future generations

Services We Provide

  • Investment Research, Planning, Management, and Monitoring
  • Investment Consulting
  • 401(k) Advice-Based Planning
  • Personal Financial Planning
  • Divorce Financial Settlement Structure Advice and Planning

We Are Compensated

  • Initial consultation is complimentary.
  • Investment Management and Consulting compensation is based on a percentage of assets under management.
  • Financial Planning compensation is a flat fee based on the scope of work.
  • Divorce Settlement Structure Advice and Planning services are billed on an hourly basis.

Invest In The Highest Quality Commitment to Service

XPYRIA has devoted itself to delivering a very sophisticated institutional investment approach to individual investors and institutions with $1 million* or more to invest. We provide professional guidance, management, and reporting on all aspects of an investment portfolio.

*Initial investments below $1 million may be accepted upon qualification.