The Pursuit of
Unbreakable Wealth
Some of life’s greatest and most valuable journeys are in the pursuit of an impossible goal. While no one can promise unbreakable wealth, we truly believe in the value that comes in pursuit of it. What do we mean when we say, the pursuit of unbreakable wealth? It's different for everyone, but it all comes down to a financial journey that helps you feel secure for today, tomorrow, and the future. Our bespoke planning and advisory experience helps executives and successful professionals build a portfolio focused on the long-term, avoid common risks like excess taxes and lifestyle creep, identify potential pitfalls, and define the goals and milestones on the path to life-long
financial security.
Why work with Spurstone?
- The right team of fiduciary partners
We're not brokers. We're fiduciaries – financial partners with a moral and legal obligation to do what's right for you and your investments. With our goals aligned, you can delegate the decision-making and action to us, and know that we're working in your best interests.
- The hub of your financial ecosystem
With the expertise and experience to provide the advice you need; our approach is built on a foundation of personalized relationships. We connect to all key financial partners and manage your nest egg with consideration for technology, taxes, efficiency, estate planning, and more.
- Strategic, tax-focused planning
In all aspects of your financial life, we work to mitigate taxes through tax-dynamic, personalized, and proactive planning. Whether that involves portfolio management, estate planning, philanthropy, compensation models, or something else; our approach focuses on minimizing tax losses whenever possible.
- Bespoke portfolio management
When investments grow, so does the need for more advanced strategies when it comes to financial planning. Our bespoke portfolio management approach is uniquely designed for each client and managed by skilled advisors. And our hands-on approach minimizes the need for your direct oversight.
