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.
- 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