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
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Rightsizing for Retirement
What does your home really cost?
The Business Cycle
How will you weather the ups and downs of the business cycle?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.