Exactly What We Do
A Proven Process for Success
For once, it's all about you. Every person, every family and every business has goals, needs and values unique to them. Over the past 30 years we have found 5 distinct disciplines, or 'traits' that very successful investors and large institutional investors share. Our process encompasses those 5 proven disciplines to provide our clients a predictable process for success.
We offer custom investment services with a focus on disciplined risk management and preservation of capital. We do NOT provide one- size- fits- all portfolios.
Retirement Income Management
One of the most critical issues facing all investors is longevity risk - the risk of outliving your money. Taking into consideration income needs, tax efficiencies, withdrawal rates and inflation, we will work with you to develop strategies to help overcome this risk.
Planning your financial future is one of the most important things you can do in your life. Every important aspect of your life requires planning. Personal financial planning could be the most important of all, because it can secure you and your loved one’s future. FOUNDERS provides our clients the most advanced goal based financial planning system in the industry.
Tax and Estate Coordination
Preserving wealth is as essential as creating it. A well-designed estate plan coordinated with tax planning provides a plan for the passage of your assets and the documents that will put your plan into effect, both while you are alive and at your passing. Our professionals will work with you and your professional advisors to develop a plan that considers multiple aspects of your financial situation and the legacy you desire.
Risk management is not a way to get rich; it’s a way to keep from becoming poor. By reducing the worry of 'what if', insurance protects your family's lifestyle, business interests, retirement and estate. FOUNDERS collaborates with independent insurance experts to assist our clients in protecting their assets.
myLIFE360 Personal Financial Portal
Finally you can manage your entire financial life from one convenient and secure place. Watch this video for more information.
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Spire Wealth Management, LLC), or any non-investment related content, made reference to directly or indirectly in this website will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this website serves as the receipt of, or as a substitute for, personalized investment advice from Spire Wealth Management, LLC. Please remember to contact Spire Wealth Management, LLC, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. Spire Wealth Management, LLC is neither a law firm nor a certified public accounting firm and no portion of the website content should be construed as legal or accounting advice. A copy of the Spire Wealth Management, LLC's current written disclosure statement discussing our advisory services and fees continues to remain available upon request.