Financial Planning for Successful Executives
Welcome to Spurstone Executive Wealth Solutions, a privately owned firm focused on protecting and growing the wealth of today and tomorrows executive talent. We are passionate about education, technology and intelligent design, each playing a vital role in our executive financial planning process.
Whether your goal is preparing for retirement, college savings, estate planning or compensation planning, you will benefit from our vast network of vetted and screened specialist advisors, both internal and external to the firm, working in concert for your benefit.
By acting as your financial guide, sounding board and management team, our primary goals are to secure and grow your wealth while restoring your time.
You focus on winning in all aspects of life; let us keep the financial score.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.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Read this overview to learn how financial advisors are compensated.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Have you found yourself suddenly single? Here are 3 steps to take right now.
When do you need a will? The answer is easy: Right Now.
Are Real Estate Investment Trusts right for your portfolio?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
You’ve made investments your whole life. Work with us to help make the most of them.
Smart investors take the time to separate emotion from fact.