We’re deeply
invested in you
Savvy wealth management with a personal touch
Spiegelman Wealth Management | Financial Planning | Alamo, CA
We’re invested because you are
Adam Spiegelman commits to his clients to go deeper, to be more knowledgeable, and to invest the time to understand their financial philosophy. He is a seasoned advisor with extensive knowledge of the financial markets and investments. His true passion is partnering with amazing people like you to help bring the pieces of your financial puzzle together in a meaningful way.
A suite of sound solutions
We aim to help you make better financial decisions and avoid high-priced mistakes in the future. You can take advantage of our wide array of strategies to help meet your retirement goals and other financial wellness needs.
Subscribe to our newsletter
Sign up to receive important updates on the latest financial news, trends, and topics that impact your future.
Getting to the heart of your financial story
We understand that managing and preserving wealth in the 21st century presents many unique and complex challenges for families. We specialize in helping you navigate those challenges. Our mission is to understand the depths of your hopes, goals, and obstacles so we can help you make more informed financial decisions.
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.
