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.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Don't let procrastination keep you from pursuing your financial dreams and goals.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
An increasing number have been developed to help individuals with their personal finances.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you should be saving for college.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
All about how missing the best market days (or the worst!) might affect your portfolio.
You’ve made investments your whole life. Work with us to help make the most of them.
When do you need a will? The answer is easy: Right Now.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
It’s never a bad time to speak with your financial advisor about changes in your situation.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.