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
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
View all articles 
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
View all calculators
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.