Spinosa Wealth Management Group offers investment advice and financial planning to individuals, high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses. They provide wrap portfolio management, financial planning, and pension consulting services. As a fiduciary, Spinosa Wealth Management Group aims to act in the client's best interest by understanding their financial goals, risk tolerance, and time horizon.
Assets Under Management$190M
Clients152
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$96M
Fee Structure
Minimum Investment:$500K
Spinosa Wealth Management Group offers investment management through a wrap fee program. Please see the Wrap Fee Program Brochure for information regarding fees and compensation for this service.
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