Where Service, Experience and Creativity Meet

Wealth Management

Working with different people, a stockbroker, a financial advisor, a CPA, an insurance person, an estate planner, can be confusing and frustrating.

For that matter, do your financial advisor and your accountant talk to each other about what you should sell for tax purposes? How about things like reducing capital gains taxes from stocks and real estate investments? How do grandchildren affect your estate plan? Should you be making annual gifts to reduce estate tax erosion? Do the people you entrust your financial future all get together with you in one room and meet each year before December 31, to discuss the upcoming income tax preparation and the implications for you and your family? If the answer to these questions is "NO," you are not alone.

At Spinelli Financial Advisors' your taxes, investment management, retirement and estate planning needs are addressed under one roof. We call this wealth management. Most responsible people would call it common sense.

Our approach:

As fee-only financial advisors, the industry gold standard, we also receive no commissions whatsoever for the investments we select. The principle is simple; work in your best interest, every time.