We Work For You
At Toups Wealth Management, LLC, every decision we make is driven by one fundamental principle: putting our clients' best interests first. This philosophy stems from our core belief that every client deserves personalized attention and strategic guidance to reach their unique financial objectives and secure their family's future. Through decades of market volatility, economic uncertainty, and changing landscapes, we have successfully guided our clients by staying ahead of emerging trends and adapting our strategies to meet evolving challenges.
In today's rapidly changing financial environment, we continuously refine our investment approaches and develop comprehensive long-term strategies designed to instill confidence and clarity in our clients' financial futures. Our investment thesis focuses on identifying secular trends and positioning portfolios to benefit from these long-term shifts in the market. Our team remains at the forefront of market developments and innovative financial strategies, ensuring that every recommendation we make is both timely and effective.
What drives us is both clear and powerful: to empower our clients to navigate life's financial complexities with complete confidence, knowing they have a dedicated team of seasoned professionals committed to their success.
Contact Us
Our riskalyze technology calculates your true risk tolerance utilizing a scientific framework that won the Nobel Prize for Economics.
What's Your Risk?
Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.
Learn More
Helpful Content
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
View all articles 
College Savings
See how much you may need to save now to cover future college costs for your child.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
View all calculators
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.