SPINOSA WEALTH MANAGEMENT GROUP is an award winning independent wealth management firm serving a select group of individuals, families, business owners and institutions both locally and around the country. Our mission is clear: to deliver value to clients through ongoing, intimate relationships while providing the guidance that helps pursue their vision of financial success.
If you died, what would happen to your email archives, social profiles and online accounts? By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls. Determine your potential long-term care needs and how long your current assets might last. Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
If you died, what would happen to your email archives, social profiles and online accounts? By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls. Determine your potential long-term care needs and how long your current assets might last. Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Services
Our clients are typically wealthy, high income earners, or have complex financial, estate, and business concerns. They also typically have many options on who to trust, as they have others who may want to provide financial services to them.
What sets our firm apart, the differentiator to become the trusted advisor of their wealth, is the thoughtful consideration that we give to their planning that incorporates the obstacles and distractions that can derail their success in pursuing their goals.We fully understand that striving to preserve your wealth is most important, but what is especially important is to give your wealth the best opportunity to pursue your goals.
What sets our firm apart, the differentiator to become the trusted advisor of their wealth, is the thoughtful consideration that we give to their planning that incorporates the obstacles and distractions that can derail their success in pursuing their goals.We fully understand that striving to preserve your wealth is most important, but what is especially important is to give your wealth the best opportunity to pursue your goals.
In addition to below, our team includes our partner LPL Financial, the largest independent broker/dealer in the country**. They assist us in providing the latest in investment platforms, research, and technology. The advantage of independence is access to financial strategies without the conflicts that exist with company owned and branded proprietary products.
Our mission is simply to become your most trusted advisor. We spend much effort to make sure we stay informed about happenings that can affect you or could derail your goals. We are credentialed, experienced, independent, and competent in the advice that we give.
We spend much time creating and maintaining a complete picture of your financial, business, and family relationships so that we are able to become the one source that has your complete picture.Because of this, we are able to be your unbiased independent sounding board to help you with your decisions throughout life.
We spend much time creating and maintaining a complete picture of your financial, business, and family relationships so that we are able to become the one source that has your complete picture.Because of this, we are able to be your unbiased independent sounding board to help you with your decisions throughout life.
Spinosa Wealth Management Group is a Louisiana-based, independent wealth management firm serving individuals, families, and businesses both locally and around the country. Our mission is to provide clients the opportunity to pursue their goals by acting as their facilitator to bring all aspects of their financial lives together into a cohesive, tailored plan.
Typically the individuals and families who come to us have substantial assets, complex needs and/or high income earnings. Even though they have the education and experience to manage their own investments, they see the value in having professional advisors integrate their planning needs, coordinate their advisors and simplify their finances.
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