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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
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
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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.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Surprises
Making the most of surprises is a great reason to work with us.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.