How does the advisor help clients – Key Takeaways:
Spaulding Greene Wealth Management, LLC provides comprehensive financial planning and investment management services to help clients achieve their financial goals. Their team of experienced financial advisors are dedicated to providing personalized solutions and strategies to meet each client’s unique needs.
Facts and Insights
With over 25 years in the financial industry, Spaulding Greene Wealth Management, LLC has a deep understanding of the market and is equipped to navigate through changing economic climates. They value transparency and put their clients’ best interests first, always.
Here are some key figures and insights about Spaulding Greene Wealth Management, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10 | 25 years+ |
Financial Services Offered
Spaulding Greene Wealth Management, LLC offers a wide range of financial services to help clients achieve their financial goals:
- Investment Management
- Retirement Planning
- Estate Planning
- Insurance Planning
- Tax Planning
- Education Planning
Client Types
Spaulding Greene Wealth Management, LLC provides financial services to a variety of clients, including:
- Individuals
- Families
- Business Owners
- Retirees
- High Net Worth Individuals
Fees & Compensation
Spaulding Greene Wealth Management, LLC offers fee-based services, meaning their fees are based on a percentage of a client’s assets under management. This aligns their interests with their clients’ and ensures that they are working towards mutual success.
Background
Spaulding Greene Wealth Management, LLC was founded in 1996 by John Spaulding and Emily Greene, both experienced financial advisors. They have since grown their team to a total of 10 advisors, all with backgrounds in finance and a passion for helping clients reach their financial goals.
Financial Advisor Disclosures to Know
It’s important to note that financial advisors, including those at Spaulding Greene Wealth Management, LLC, are required to disclose any potential conflicts of interest or past disciplinary actions. These disclosures can be found on their Form ADV, which is filed with the Securities and Exchange Commission (SEC) and is publicly available.