“It takes skill and knowledge to develop a financial plan and the ability to provide a platform with the right choices.”
Your current situation is just the starting point, including assets, liabilities and cash flow. We work closely with you to identify and prioritize your goals. We then develop a roadmap to help you consider your future options and optimize your financial security. Additionally, we quarterback with your advisory team – including accountants, attorneys, mortgage brokers and bankers – to ensure seamless execution of your plan.
You have worked hard to build wealth. The first step is to get to know you and your feelings toward investing and your financial situation. Experience and expertise allow SPW to build a unique strategy based on your needs. We will help guide you, adjusting as your needs change.
The complex financial issues of high net worth individuals and families require highly specialized resources and a deep understanding of the concerns associated with significant wealth. To help you address these issues, SPW combines the vast resources of a global financial leader with the tailored services of an exclusive wealth management boutique.
We are proud of our reputation of helping families achieve their financial dreams by managing their wealth as reliably as if it were our own. Let us help you create a plan so your loved ones will be well cared for.
You want to help our loved ones, but sometimes money hurts more than it helps. Even if you have the means to provide a stipend, consider the effect that your money will have on you, your spouse, and the person to whom you’ll be giving it. Ideally, a stipend should provide your loved one with a path towards financial independence, without putting your happiness, or your financial security, at risk.
Beyond just a funded retirement our focus is to create a living financial plan around you and your family. A roadmap to navigate through life’s twists and turns. We bring skill, knowledge and more than a little experience, to manage the journey and, as an independent, the ability to provide “best in class” choices to get us there.
Having a committed and knowledgeable contact to help you manage the fiduciary responsibilities of your plan can be a big plus for a small business. We have the experience to know that the task goes well beyond selecting an investment platform. Our team is here to help if you would like to benchmark your current plan, are looking to make a change, or just starting and interested in knowing what is out there.
Your total well-being is our top concern. Whether it’s providing for your children, aging parents or other family members. For the first time in history, large numbers of American families are coping with the care and support of an aging parent. During the last century, increases in the standard of living and advances in medical technology have led to a drastic rise in the number of senior adults.
We are experienced in special health planning needs and are equipped to help ensure financial security and protection for you and your family. We will coordinate with your team of advisors to ensure there is a reliable, long-term solution for your greater peace of mind.
You are generous and have a desire to incorporate charitable giving and philanthropy into your financial plan but need guidance. Through our continued planning process, we determine the most efficient way for you to do your giving. This may include distributions from retirement plans, using donor advised funds for the transfer of appreciated stock, or more sophisticated solutions through charitable gift annuities or charitable remainder trusts.
We offer wealth advisory services, including portfolio management (primarily through separately managed accounts), robo portfolios, financial counseling, and institutional portfolio options through “best in breed” open architecture to service families like yours.
SPW believes that material environmental, social and governance (ESG) characteristics are an important driver of long-term investment returns from both an opportunity and a risk mitigation perspective. We also understand that for many of our clients the impact of their portfolio is an important consideration in conjunction with investment performance.
SPW collaborates closely with our clients and industry peers to build awareness and encourage broader disclosure. Across our investment platform, SPW looks for opportunities to engage on ESG issues and trends, and to support clients to increase the impact of their investments. We measure our success through sustained improvement in our ESG expertise.
ESG investing can be employed in a variety of ways to help generate enhanced returns as well as to implement non-financial objectives within a portfolio. We believe our approach not only benefits our clients, but can also support better-functioning communities and generate positive impacts for the world as a whole.
