Spiegelman Wealth Management Employee Directory

Financial ServicesCalifornia, United States0-1 Employees

Live wealthy.
Over the past 25 years, we have helped 100s of families to spend confidently today while securing their wealth for future generations. We achieve this through our comprehensive planning process, goal prioritization, and collaboration with our clients' existing advisors. Our niche is in serving retirees or those approaching retirement. We purposely limit the number of clients we serve, giving us the time to delve into each client’s plan, understanding their goals, and getting to know their family. Our greatest joy comes from cultivating deep relationships with a select group of clients over many years of service.


Disclosure:
SPIEGELMAN WEALTH MANAGEMENT LLC (“SWM”) is registered with the Securities and Exchange Commission as an investment adviser. Registration does not imply any specific level of skill or training. Brokerage and investment advisory services and fees differ and it is important for you to understand the differences. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing. For our Form CRS, visit spiegelmanwealth.com.

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