SPECIALISTS IN EXECUTIVE WEALTH
Welcome to Spurstone Executive Wealth Solutions, a privately-owned Registered Investment Advisor and fiduciary firm dedicated to advancing the success of corporate executives and their families.
By taking a uniquely executive approach to your financial, investment, and intellectual property management needs, we streamline complex financial stresses into effective solutions to restore your time, preserve your wealth, and enhance your assets.
Whether your goals include college savings or retirement savings, compensation planning or estate planning, our rigorous and tailored wealth assessment process will identify areas to improve upon in every aspect of your financial life.
Where do we start? Our 10Ex Executive Audit will provide you with a transparent, independent, and comprehensive wealth assessment. We guarantee that if we can’t find you 10 times the one-time $1,000 audit fee in savings and value, we’ll return your fee!
Our 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.
Helpful Content
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Building Your Legacy
A four-step framework for building a personal legacy.
View all articles 
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Saving for College
This calculator can help you estimate how much you should be saving for college.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
View all calculators
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
View all presentations
The Business Cycle
How will you weather the ups and downs of the business cycle?
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Emerging Market Opportunities
What are your options for investing in emerging markets?
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.