Piecing together your financial picture
At Spiegelman Wealth Management, we are part of a team that acts as a family office for successful families nearing retirement. Most are confident that they have diligently saved enough, but they don't know how or when to retire. That's where we come in.
Our story begins with you
Planning that is built on your values
We believe your unique experiences, vision, and situation call for a values-based approach to financial planning. Your core values become the basis for defining your financial philosophy and serve as a guide in developing your plan.
What makes us different?
Our commitment to you
We believe our difference is clear. It is our depth of knowledge, experience, and the degree to which we are committed to helping you pursue the financial future you envision. We are deeply invested because you are.
Adam Spiegelman is committed to working with a close-knit set of clients so he can form a bond with each individual on a personal level. He is immersed in every detail of every client's situation so he can provide the highest level of service and attention you expect from your personal family office team.
Principles that drive us forward
At Spiegelman Wealth Management, we believe that values matter. That’s why we live by the core values of trust, honesty, and integrity. When you partner with us you’ll benefit from the key principles we deliver every day.
Organization
It can be tough to stay organized when there are so many moving parts. Let us declutter and simplify your planning process.
Commitment
Whether it is our follow-up or our pursuit of results on your behalf, you can count on our commitment to serving your needs.
Understanding
We seek to understand every client’s financial philosophy, mindset, and goals. Only then can we help you pursue your dreams.
