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.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
4 Reasons for the Return of Market Volatility
Why have the markets been so volatile recently?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
For homeowners who think their property taxes are too high, there are ways to appeal.
Do you know where the idea of “retirement” comes from?
Do your insurance needs stay the same when the nest empties?
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Good employee health can be great for the company’s bottom line.
It's important to make sure your retirement strategy anticipates health-care expenses.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
There are a few things to consider when buying or leasing your next vehicle.
Why are 401(k) plans, annuities, and IRAs so popular?
You’ve made investments your whole life. Work with us to help make the most of them.
Women must be ready to spend, on average, more years in retirement than men.