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 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.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
There are things about Social Security that might surprise you.
A four-step framework for building a personal legacy.
An inside look at how marginal income tax brackets work.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
All about how missing the best market days (or the worst!) might affect your portfolio.
It’s never a bad time to speak with your financial advisor about changes in your situation.
There are hundreds of ETFs available. Should you invest in them?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
When should you take your Social Security benefit?