Live wealthy.
Over the past 25 years, we have helped 100s of families to spend confidently today while securing their wealth for future generations.
Spiegelman Wealth Management | Financial Planning | Alamo, CA
What does it mean to live wealthy?
At Spiegelman Wealth Management, we work with each client to understand what living wealthy truly means to you and enact the right planning and strategies to get you there. Whether it means buying a beach house, touring the country in an RV, or spending more time with your grandkids, we help you spend confidently while growing what money you save, keeping your wealth secure for you and for future generations.
How we can help
Our services are bespoke to each client we serve. However, our goal is always the same: ensure that you feel comfortable living the life you have worked hard for, while knowing your wealth will be preserved for the future.
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Unreasonable service
We believe in the philosophy of 'unreasonable service.' We are constantly striving to create extraordinary experiences for our clients, going above and beyond what you might expect from traditional wealth managers. Our mission is to understand the depths of your hopes, goals, and the obstacles in their way, so we can help you truly live your wealthiest life.
Understanding your money psychology
We are all wired differently. Our passions, fears, and dreams are different. When we hear the word “wealth” we all have unique thoughts and emotions. That is why we invest the time to understand your psychology of money so we are better aware of the emotions and behaviors that drive you.
Caring for our communities
We believe that helping others makes all the difference in the world. That’s why we support the causes and organizations that are doing their part to make our communities a better place to work and live.
