From the front desk to the back office, we’ve created a positive, cheerful and relaxing environment that exudes our absolute service commitment to each and every client, including assisting those individuals and families on an hourly consultative basis who do not meet the minimum portfolio management requirements.
Spraker Wealth Management is an independent, fee-only Registered Investment Advisory (RIA) firm with over $100 Million in assets under management (AUM) for approximately 80 families. We specialize in providing individuals and families with superior, holistic financial planning and comprehensive wealth management services. Our combined expertise is derived from over 40 years of study and experience in business management, retirement planning, wealth management, investment research, and client services. As a team of highly educated, independent fiduciary professionals, 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 are motivated solely to fulfill our clients’ personal financial goals and interests, and to address their concerns and fears with timely and personalized communication.
Our vision is to provide individuals and families with superior, holistic financial planning and wealth management services. A hallmark of the firm is a unique personal and consultative style of ongoing communication with each and every client.
- Honesty, integrity, confidentiality, objectivity, forthrightness
- Professionalism, dependability, lifelong learning, stewardship
- Dedicated, CLIENT-centered service
- Relationship-building with clients and the community
- Frequent communication, guidance and counsel
Typical Wealth Management Client
- Has reached, or is soon expected to reach, a minimum of $600,000 in readily investable assets
- Appreciates a long-term, mutually respectful advisory relationship
- Desires a consistent level of personal communication and relationship building