In his most recent Financial Planning Corner, Eric Walter, MBA, CFP? discusses the importance of accurate data when it comes to planning for the future, and staying on top of current economic trends that can impact #financialplans significantly, such as changes in Long-Term Care industry. Read more at the link below! https://lnkd.in/eiB_8hMU
Spraker West Wealth Management, Inc.
金融服务
Winter Park，Florida 212 位关注者
Partnering for a Life of Wealth
关于我们
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.
- 网站
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https://www.sprakerwest.com
Spraker West Wealth Management, Inc.的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Winter Park，Florida
- 类型
- 私人持股
- 创立
- 2008
地点
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主要
获取路线
334 W Morse Blvd
US，Florida，Winter Park，32789
Spraker West Wealth Management, Inc.员工
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John West, MBA, CFP?
President, Sr Advisor at Spraker West Wealth Management
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Kyron Harold, CFA
Advisor, Chief Compliance Officer, Sr. Analyst @ Spraker West Wealth Management, Inc.
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Caitlyn Cawthon, CNP
Client Service Coordinator
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Eric Walter, MBA, CFP?
I collaborate with individuals & families to ensure they are in the best position to achieve their personal & financial goals.
动态
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Last year started with tremendous uncertainty, but turned out to be a year of growth for the U.S. #economy. As we enter 2025, there’s still much uncertainty when it comes to potential domestic and foreign #policy that will make its way through #Congress. Read more about our outlook for the future in John West, MBA, CFP?'s most recent #Commentary article. https://lnkd.in/euzzkXAi
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In his most recent Commentary article, Kyron Harold, CFA dives deeper into the #economic data from last quarter and what we might glean from the economic data coming out at the tail end of the month for the future of the U.S. #economy. https://lnkd.in/eaD5Mpcj
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Our Team was thrilled to have attended the Boys & Girls Clubs of Central Florida Joe R. Lee Eatonville Club Faces of the Future Breakfast this morning. Once again, the Firm sponsored the meal so ALL donations made at the event will go toward the mission of inspiring and enabling all young people, especially those from disadvantaged circumstances, to realize their full potential as productive, responsible and caring citizens. What a great way to start the day today!
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Read more about the current economic environment in Kyron Harold, CFA most recent Macroeconomics Update. In our 4th Quarter Commentary, Kyron delves into the recent data to highlight the economy’s sustained #growth despite uncertainty heading into the last quarter of the year. https://lnkd.in/ejCSCgQx
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In his most recent Commentary article, John West, MBA, CFP? dives into the recent #InterestRate cut by the #FederalReserve. Read more about where we are at the end of the year and how the recent rate cut will affect the U.S. #economy moving into the end of the year and beyond. https://lnkd.in/eAeBpDxv
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The annual enrollment period for #Medicare is now open as of October 15. Learn more about the recent changes to the program and your options in our most recent #FinancialPlanning Corner by Eric Walter, MBA, CFP?. Don’t wait, because #enrollment ends December 7! https://lnkd.in/gcPEVvbQ
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In his latest #FinancialPlanning Corner, Eric Walter, MBA, CFP? discusses premium increases in the #propertyandcasualty marketplace and ways you may be able to #save without compromising your coverage limits. Be sure to read with the link below. https://lnkd.in/ebFt7VT2
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In his most recent Commentary article, Kyron Harold, CFA discusses the slowing, but positive economic picture, and how this translates to #employment, #inflation, and #GDP. Click the link below to read his article. https://lnkd.in/eFGFdrjp
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Spraker West Wealth Management, Inc.转发了
With the recent shakeup in the U.S. presidential race, it is the perfect time to read the Commentary by John West, MBA, CFP?. His recent article discusses the history of #elections and how they have impacted the #economy and #markets. Read now on our website. https://lnkd.in/eWCwnsSU
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