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SPINOSA 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

Emotional vs. Strategic Decisions

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

Tax Freedom Day

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Paying Off a Credit Card

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

 

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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