10Ex Executive Audit
Get an objective, honest and eye-opening assessment of your personal finances!
Spurstone Executive Wealth Solutions specializes in advising stock-compensated corporate executives earning in excess of $200,000 annually, who also have a minimum of $500,000 in investable assets. We offer these executives our 10Ex Executive Audit as an independent wealth assessment process that analyzes your current financial picture, isolates areas that can be improved upon, and delivers clear solutions to enhance your wealth and assets.
As a fiduciary firm, our goal is absolute financial transparency for you and your family, thus all new clients are introduced to Spurstone through our 10Ex Executive Audit.
The Spurstone 10Ex Executive Audit is a simple, risk-free, 2-step process:
- You provide us with all your current financial data and documentation, and we'll start our comprehensive audit of all your finances.
- Following a complete portfolio review, we will diagnose the health of your current finances and suggest strategic solutions where applicable. Our promise? If we can't find you 10 times the one-time $1000 audit fee in savings and value, we'll return your fee!
Whether we find your wealth and assets to be in tip-top shape, or see room for improvement - we believe that the key to a healthy financial life is transparency on our part and absolute awareness on yours.
LET'S GET STARTED!
Please call our office 860-264-1111 to schedule your Spurstone 10Ex Executive Audit today!