Our Approach

Efficient. Effective. Executive.

Spurstone is led by a team of committed advisors, dedicated to advocating for, and managing, every nuance of your financial affairs. Our family office approach to wealth management and financial investing restores time back into your personal life, freeing you and your family from the daily burden of personal wealth management. The unique approach utilized by our firm honors our long-standing mission and commitment to our clients and their families.

The Spurstone VALUE Process seeks to understand your current wealth, evaluate your present financial concerns, and formalize a set of goals aimed at adding value to your family over time.  Throughout this process, Spurstone advisors build lasting personal relationships with each client, furthering our commitment to bettering the lives of each family we serve.

When you partner with Spurstone, you will be supported by a team of professionals that embodies the same values that have brought you to where you are today - professionally, and personally. We surround our clients with a network of trusted specialists and advisors, each representing an important area of financial wealth management. Whether you seek to secure the comfort of future generations, build your family dream home, or drive philanthropic endeavors - our firm is the first and only all-inclusive partner you will need.

Collaborative and transparent, our approach to executive wealth management begins and thrives as a result of the trusted partnerships formed between our firm, our clients, and their families.