John Tripoli
Managing Director of Northwestern Mutual Upstate South Carolina Offices • Cofounder & Private Wealth Advisor at Upstate Legacy Planning Group
- Role
- Co-founder, Private Wealth Advisor at Northwestern Mutual
- Location
- Greenville, SC, US
- LinkedIn followers
- 500 followers
About John Tripoli
I am the Managing Director of Northwestern Mutual’s three Upstate South Carolina offices.…
Experience
Co-founder, Private Wealth Advisor
Jan 2016 — Present
Our practice specializes in future-focused financial planning for those with complex wealth management needs. Our clients are generous, family-oriented professionals and business owners who have built great success and have a desire to steward their wealth wisely and purposefully. We become a lifelong partner and guide, providing tailored, tax-efficient advice that helps them make the most of their opportunities today while building a strong financial foundation that will impact generations. By building meaningful relationships, communicating proactively, and always putting their best interests first, we help our clients gain peace of mind—and with it, the freedom to spend more time doing what they love with those who matter most to them. Some of our services include- Fee-Based Financial Planning- Estate Planning- Business Succession Planning- Alternative Investments - Business Planning- Generational Planning - Charitable Giving - Wealth Management - Retirement Planning - Risk Management Solutions
Education
The University of Kansas
Bachelor of Science (BS), Journalism with Emphasis in Business Communications
1988 — 1992
University of Phoenix
MBA, Master of Business Administration
1994 — 1998
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