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Learn MoreSPINOSA WEALTH MANAGEMENT GROUP is an award winning independent wealth management firm serving a select group of individuals, families, business owners and institutions both locally and around the country. Our mission is clear: to deliver value to clients through ongoing, intimate relationships while providing the guidance that helps pursue their vision of financial success. “We are always striving to be a trusted, competent custodian of your wealth.”
Helpful Content
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.