Where Service, Experience and Creativity Meet

Estate Planning

Our mission is to help you lower or eliminate transfer and inheritance tax, seamlessly implement the proper documents and plan to ensure more wealth is transferred to your loved ones.

Our Approach:

At Mark G Spinelli, CPA CFP we manage your confidential financial profile-taxes, investments, retirement, and estate-which allows you to visualize your whole financial picture and understand how wise decisions will let you keep more money, with a solid financial outlook to secure your families future.