Account View
Clients may access AccountView by clicking the login below.
LoginRiskalyze
Clients may calculate their personal risk score by clicking the link below.
Latest News
Click below to view our latest updates and alerts.
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
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Exploring Retirement Plans for Small Businesses
Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
View all articles 
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
View all calculators
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.