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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
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
View all articles 
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
College Savings
See how much you may need to save now to cover future college costs for your child.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
View all calculators
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.