Xperience You Trust. Management You Count On. Confidence You Keep.
At XMc Wealth Management, we focus on providing smart solutions for successful families. Founded by longtime colleagues (and friends), our boutique firm is built on over 40 years of combined experience, mutual trust, and a shared belief in always doing what’s right for our clients.
A Team You Want On Your Side
Together, Chad and Scott have built a reputation as dedicated, insightful partners who aim to help business owners and families navigate everything from liquidity events to legacy planning. Our complementary strengths, collaborative style, and shared values are the foundation of XMc Wealth. On this team, relationships come first, and advice is always tailored, never templated.
Smart, approachable, and maybe even a little fun—this is wealth management the XMc way.
How We Work Together to Help You Succeed
Our team has over 40 years of combined experience guiding successful clients through some of life’s most important financial decisions. We specialize in business transition planning and strategies for passing assets to the next generation or to new ownership. We also aim to provide trusted expertise in all areas of wealth management, from financial and tax planning to legacy planning and investment management.
Meet Our Team
Over 40 years of combined experience, a shared vision, and a fresh take on wealth management—get to know the people behind XMc. We are serious about serving clients, but not so serious about ourselves.
Scott Hitchcock
Co-Founder
Chad Tramp, CFP®
Co-Founder
Jodi Baker
Senior Associate
Insights
Decent Q4 makes it three straight years of double-digit returns. How about four in a row?
We wouldn’t call it a scorching Santa Claus rally, but the S&P 500 was able to hang on and post a positive total return of roughly 2.7% in Q4 2025. This put a nice cherry on top of another solid year for US equity investors. In calendar 2025, the S&P 500...
The November market pause just might set the table for a profitable 2026
The S&P 500 finished November up 0.2%, bringing year to date returns to 17.8% through month end. A flat month on the surface doesn’t quite capture the experience investors lived through, as it took a late-month rally to pull the index back to where it started....
Trick or treat: A mixed bag
October could best be described as a mixed bag: some good, some bad, but certainly eventful. The month’s headlines and market reactions once again reinforced our Clear Air Turbulence theme, as investors navigated through some spooky developments: renewed government...