Verify My Plan

Get An Objective, Honest, and Eye-Opening Assessment of Your Personal Finances

We specialize in advising stock-compensated corporate executives.

We offer these executives our 10Ex Executive Wealth 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.

An Extensive, Risk-Free Process

We've streamlined this extensive, risk-free process without bogging down the executive.

You provide us with all of your current financial data and documentation, and we'll start our comprehensive audit of all your finances, including your executive compensation plan. 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 $1,000 audit fee in savings and value, we'll return your fee.*

Verify My Plan

Call our office today 860-264-1111 to schedule your Spurstone 10Ex Executive Wealth Audit or email us!