Spraker Wealth Management

Description

• Spraker Wealth Management is an independent, fee-only Registered Investment Advisory (RIA) firm with over $120 Million in assets under management (AUM) for approximately 90 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.As financial advisors who have earned the CERTIFIED FINANCIAL PLANNER designation, 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.From the front desk to the back office, weve created a positive, cheerful and relaxing environment that exudes our absolute service commitment to each and every client, including assisting those individuals and families on an hourly consultative basis who do not meet the minimum portfolio management requirements.Core Values:-- 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
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  Headquarters:543 North Wymore Road Suite 104, Maitland, Florida, United States

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  Phone Number: +1 407-478-7899

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  Website: https://www.sprakerwealth.com

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  Employees:7

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  Revenue:$1 - 10M

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  Legal Name:Spraker Wealth Management

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• |  NAICS Code: 524210  |

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