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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
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Why Do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
View all articles 
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?