Overview

Spurstone Advisory Services, d/b/a Spurstone, is an SEC Registered Investment Adviser and Fiduciary Firm. We specialize in advising corporate executives/professional at all levels, founders, and private company/equity owners across the country. With decades of experience serving C-level executives and skilled advisors with expertise in deferred compensation, tax mitigation, comp-stock portfolio planning, and much more, our executive clients can delegate the decision-making to us so they can enjoy a hands-off, full-service experience. The concept of a financial journey in pursuit of unbreakable wealth is a core focus for Spurstone, it’s different for every client. This pursuit may mean following a path so that when you retire, you hopefully won’t outlive your wealth. It’s striving to ensure that your family is taken care of, and that the next generation will enjoy your legacy. It’s planning to make an impact beyond your years. In the simplest terms, unbreakable wealth is just that. It’s unbreakable stability for your long-term financial goals. When it comes to our clients, their focus is our focus. And it’s not just talk. As fiduciaries we are honored to hold a moral and legal obligation to do what’s right for our clients. Whether that means helping to build a portfolio focused on the long-term or working with you to deliver project-based financial and planning advice for specific needs or goals, we’re always working in the best interests of our clients. If you’re looking for ongoing and proactive guidance, management, and specialized advisory service to help you achieve unbreakable wealth, we’d love to talk with you. 860-264-1111 Spurstone Important Disclosures: https://www.spurstone.com/spurstone-important-disclosures