28
Growth Score
pts
Heat Score
-11 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Champlain Wealth Management offers financial planning and wealth management, focusing on personalized financial strategies.
- Steve Hipsley: President & Founder
About the Company
Champlain Wealth Management specializes in providing comprehensive financial planning and wealth management services. The firm focuses on creating personalized financial strategies that encompass savings, checking, 401(k), IRAs, brokerage accounts, and credit card management in real-time. Champlain Wealth Management aims to assist clients in
managing personal affairs during their lifetime and controlling the distribution of wealth upon death through well-structured insurance strategies. Additionally, the company offers a glossary of financial terms and tools, including calculators for comparing Roth 401(k) contributions to traditional 401(k) contributions, to aid in financial education and decision-making.
