Who We Serve

We serve stock-compensated corporate executives and individuals like yourself, from across the United States. A uniquely executive firm, Spurstone is uniquely committed to freeing up those fleeting moments of time, so that corporate executives such as yourself are able to enjoy quality time with family, friends, and loved ones.

Corporate professionals of public companies face financial challenges best summed up as uniquely executive. As a current or future executive, your personal wealth is likely linked to the success of your employing firm - whether you are aware of it or not. Stocks that comprise your investment portfolio are more inclined to be heavily weighted by employer options, and are often fettered by rules and limitations.

Enlist the experts at Spurstone, and experience the immediate freedom that accompanies effective executive wealth management.

As an affluent executive, you have plenty of obligations vying for your valuable time. At Spurstone, we make it our priority to ensure that wealth and asset management isn’t one of them. Our specialized services afford today and tomorrow’s corporate executives the chance to enjoy the one thing money cannot buy - time.

Corporate executives trust the Spurstone team and regularly extend that trust to their friends, family, and colleagues. Long-term, multi-generational relationships are not uncommon, and are in fact, the catalyst that propels us forward as a Registered Investment Advisor and fiduciary firm. When you collaborate with Spurstone, we commit to make the management of your daily decisions, wealth, and life - easier.

Allow Spurstone to serve as the only advocate you and your family needs to ensure that every aspect of your financial life is cared for, managed, and maintained.