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 MoreHelpful Content
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Building Your Legacy
A four-step framework for building a personal legacy.
Making Sense of HSAs and FSAs
How HSAs and FSAs might help your household.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
View all articles 
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
View all calculators 
Saving for College 101
Here's a crash course on saving for college.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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.

