Where Service, Experience and Creativity Meet
Spinelli Financial Advisors Est. 1998
Private Wealth Management
"How you live tomorrow depends on the choices you make today."
Estate and Trust
Our goal is to help safeguard and grow your wealth, so you can focus on living life.
By examining your finances and goals, we refine the elements of investment management, risk management, tax planning, and estate planning down to those most important to you.
We provide the following services:
Cash flow management and net worth planning
Bill payment, including credit card/debt review
Divorce consulting and support
Gift tax planning