How does the Advisor Help Clients – Key Takeaways:
ALSPAUGH WEALTH MANAGEMENT is a reputable financial services firm that specializes in helping clients achieve their financial goals. With a team of experienced advisors and a wide range of services, they are dedicated to providing clients with the support, guidance, and expertise needed to grow and protect their wealth.
- Personalized financial planning and investment management based on individual goals and risk tolerance
- Active portfolio management with a focus on long-term growth and risk mitigation
- Comprehensive financial education and resources to empower clients to make informed decisions
- Ongoing communication and support to ensure clients remain on track to reach their financial goals
Facts and Insights
ALSPAUGH WEALTH MANAGEMENT has been in business for over 20 years, providing expert financial advice to individuals, families, and businesses. Their team of advisors has a combined experience of over 50 years in the financial services industry. As of 2021, they have over $500 million in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 1999 | $500+ | 5 |
Financial Services Offered
- Personalized Financial Planning
- Investment Management
- Tax Planning and Management
- Estate Planning
- Retirement Planning
Client Types
ALSPAUGH WEALTH MANAGEMENT caters to a diverse range of clients, including:
- High-net-worth individuals and families
- Pre-retirees and retirees
- Business owners and executives
- Trusts, foundations, and endowments
Fees & Compensation
ALSPAUGH WEALTH MANAGEMENT follows a fee-only compensation structure, meaning they do not receive commissions for selling products or services. This ensures their recommendations are always in the best interest of their clients. Fees are based on a percentage of assets under management, and are discussed and agreed upon with clients before any services are provided.
Background
The team at ALSPAUGH WEALTH MANAGEMENT is led by John Alspaugh, an experienced financial advisor with over 25 years in the industry. He and his team are committed to providing personalized and transparent financial advice to help clients reach their financial goals.
Financial Advisor Disclosures to Know
It is important to note that ALSPAUGH WEALTH MANAGEMENT has no legal or disciplinary actions on their record. They are a registered investment advisor and are required to act in accordance with all applicable laws and regulations.