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
A new Fed, familiar market dynamics
The S&P 500 finished June down 2.9%, but still closed the second quarter with a very healthy 13% return1. Through the first half of the year, the index has gained 8%, keeping it well on pace toward our year-end price target. As we’ve discussed throughout the year,...
Beneficiaries, Titling and Real-life risk
It happens all too often: An individual takes the time to make difficult decisions, implement estate planning strategies, establish a trust—all the right things. Yet, following the person’s death, the estate is still subject to probate and assets pass to unintended...
Make it a tradition: Start the year with a family financial meeting
Did you know that only about half of U.S. adults can correctly answer basic questions about everyday money decisions? That gap in financial confidence can show up at any age, which is why an annual family conversation about finances is especially worthwhile. A simple...