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
Trump accounts revisited
As part of the One Big Beautiful Bill Act (OBBBA) that was signed into law on July 4, 2025, the Trump administration launched a new type of savings account for children under age 18. Commonly referred to as Trump accounts, these tax-advantaged savings vehicles are...
Midterms, rates, and the fundamentals that matter
September brought a return of volatility, but closed out another strong quarter for the market. The S&P 500 finished the month down -0.3%, bringing year-to-date returns to 12.75%. But beneath the index level, the story was more mixed. Small Cap stocks struggled,...
The place I call home
While there are many considerations when tax planning, where you live may be one of the most far-reaching. Income, property and estate taxes can vary considerably from state to state and in some states can be quite substantial. Given the high stakes involved, more and...