Rick Spence

Background

About Rick Spence

Managing wealth is more than just simply managing investments. Our elite, multi-generational team is committed to providing you with superior wealth management through tailor-made strategies that ensure your short and long-term goals are met. Our focus is on helping high net-worth individuals and families build and protect their wealth. We accomplish this by providing clear, sound financial planning and management in all areas, including taxation, retirement and estate planning, and inter-generational wealth transfer. With our ethical and caring approach, our entire team will help you achieve and maintain your financial goals through all stages of your life. We look forward to working with you and showing you the benefits and values of our exceptional service and coordinated planning approach.