Spinelli Financial Advisors is an independent multi-disciplinary group of trained professionals versed in investments, tax planning, and estate and trusts. Our goal is to build a relationship with you, serving your needs, goals and aspirations.
Our firm was built by professionals dedicated to providing world class service, to complex problems faced by high net worth individuals and families. We are selective about the clients we choose to serve. They must be like minded, receptive to innovation, and are seeking a single office to handle their wealth.
