Spraker West Wealth Management, INC.

Spraker West Wealth Management is an independent, fee-only, Registered Investment Advisory (RIA) firm for approximately 100 families in over 20 states. We specialize in providing individuals and families with superior, holistic financial planning, and comprehensive wealth management services. As a team of highly educated CFA® and CFP® fiduciary professionals, we have over 70 years of industry experience in retirement planning, wealth management, investment research, and client service. We have no products to sell, no brokerage sales quotas to fulfill, no prizes to win, and no commissions to generate from our recommendations. We are motivated solely by fulfilling our clients' personal financial goals and address their concerns and fears with timely and personalized communication..

Our vision is to provide individuals and families with superior wealth management services. The hallmark of our firm is providing consistent portfolio returns with a focus on downside protection while offering a uniquely personal and consultative style of ongoing communication with each and every client.

Core Values

  • Uncompromising honesty, integrity, confidentiality, and objectivity
  • Consistent stewardship of client assets using a fiduciary standard of care
  • Dedicated, meticulous and personal client communication
  • Relationship-building with clients and the community

Typical Wealth Management Client

  • Has between $1M and $2M of readily investible assets, however, we accept portfolios of $400,000 or less
  • Seeks and appreciates a long-term, mutually respectful advisory relationship
  • Desires a consistent level of regular and timely personal communication with a team of experts
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

334 West Morse Blvd. Winter Park, FL 32789 Phone: (407) 478-7899 Fax: (407) 478-7898

Primary Office

334 West Morse Blvd. Winter Park, FL 32789 Phone: (407) 478-7899 Fax: (407) 478-7898