Spraker Wealth Management, Inc.
Spraker Wealth Management is an independent, fee-only Registered Investment Advisory (RIA) firm with over $150 Million in assets under management (AUM) for approximately 100 families. We specialize in providing individuals and families with superior, holistic financial planning and comprehensive wealth management services. Our combined expertise is derived from over 50 years of study and experience in business management, retirement planning, wealth management, investment research, and client services. As a team of highly educated, independent fiduciary professionals, 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 to fulfill our clients’ personal financial goals and interests, and to 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 unique personal and consultative style of ongoing communication with each and every client.
- Honesty, integrity, confidentiality, objectivity, forthrightness
- Professionalism, dependability, lifelong learning, stewardship
- Dedicated, CLIENT-centered service
- Relationship-building with clients and the community
- Frequent communication, guidance and counsel
Typical Wealth Management Client
- Has between $1M and $2M of readily investible assets, however, we accept portfolios of $600,000 or less for a minimum fee
- 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.