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 Us
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.
Building Your Legacy
A four-step framework for building a personal legacy.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
It's important to understand the pros and cons when considering a prepaid debit card.
Life insurance proceeds are generally tax-free. But not in all cases.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Second marriages are a trigger event to revisit any existing estate strategies.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Investors seeking world investments can choose between global and international funds. What's the difference?
What does your home really cost?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Have you explored all your options when it comes to managing your taxable income?
There’s been a lot of talk about Tax Reform. What might it look like?
What if instead of buying that vacation home, you invested the money?