The Complexities of Wealth...Clarified.
Welcome to Spurstone Executive Wealth Solutions, a privately-owned advisory firm dedicated to advancing the success of corporate executives and their families. By taking a uniquely executive approach to your financial, investment, and intellectual asset management needs, we streamline complex financial stresses into solutions that restore your time and enhance your confidence.
Our specialists are passionate about education, technology, and intelligent wealth design. To reach your goals and preserve your wealth, we adhere to a rigorous and tailored process that keeps your best interests at the heart of our approach. Whether your goals include preparing for retirement, college savings, estate planning or compensation planning, our vast network of strategic partners will champion every aspect of your financial life.
Contact UsOur Services
Our independence and experience affords us the freedom to offer a wide array of services tailored to the unique needs of our executive clientele. From growing to protecting, saving and spending, we're here to serve your family for the long-term.
How Much do You Know About Investing?
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
Helpful Content
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
The History of Retirement
Do you know where the idea of “retirement” comes from?
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Surprises
Making the most of surprises is a great reason to work with us.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.