Spraker West Wealth Management, Inc. Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Spraker West Wealth Management, Inc. is an independent, fee-only, Registered Investment Advisory (RIA) firm. As fiduciaries, we provide holistic financial planning and comprehensive wealth management for individuals, families, foundations, and trusts. Our Team, which includes both CFA® and CFP® professionals, has 50 years of industry experience.

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 do not own nor are we affiliated with any company or subsidiary of a company that generates commissions. We are motivated solely to help fulfill our clients’ personal financial goals and to address their planning concerns and investment fears with timely and personalized communication from our Team of professionals.

From the front desk to the back office, we’ve created a positive and relaxing environment to reflect our service commitment to each and every client, including hourly consulting for those who do not meet the minimum portfolio management requirements.

Core Values

•  Uncompromising honesty, integrity, and objectivity
•  Consistent stewardship of client assets using a fiduciary standard of care
•  Dedicated, meticulous and personal client communication 
•  Conscientious community service

Value Proposition

We provide reliable, honest, direct, comprehensive advice to our clients and manage their portfolios to meet their short and long-term goals, while being sensitive to their current needs and risk tolerance.

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