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.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
To choose a plan, it’s important to ask yourself four key questions.
Building wealth requires protection from the forces of wealth destruction.
Read this overview to learn how financial advisors are compensated.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
For many, retirement includes contributing their time and talents to an organization in need.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine your potential long-term care needs and how long your current assets might last.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The decision whether to buy or rent a home may have long-term implications.
What is your plan for health care during retirement?
How will you weather the ups and downs of the business cycle?
When do you need a will? The answer is easy: Right Now.
Here is a quick history of the Federal Reserve and an overview of what it does.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”