Spraker West Wealth Management, Inc. is an independent, fee-only, SEC Registered Investment Advisory (RIA) firm. We provide holistic financial planning and comprehensive wealth management for individuals, families, foundations, and trusts. Our Team, which includes both CFA® and CFP® fiduciary professionals, has over 70 years of industry experience. We have no products to sell, no brokerage sales quotas to fulfill, no prizes to win, and NO COMMISSIONS to generate from our recommendations. We do not own nor are we affiliated with any company or subsidiary of a company that generates commissions. We are motivated solely to help fulfill our clients’ personal financial goals and to address their planning concerns and investment fears with timely and personalized communication from our Team of professionals. From the front desk to the back office, we’ve created a positive and relaxing environment to reflect our service commitment to each and every client, including hourly consulting for those who do not meet the minimum portfolio management requirements. Core Values • Uncompromising honesty, integrity, and objectivity • Consistent stewardship of client assets using a fiduciary standard of care • Dedicated, meticulous and personal client communication • Conscientious community service Value Proposition We provide reliable, honest, direct, comprehensive advice to our clients and manage their portfolios to provide the best risk-adjusted returns to meet their goals, always being sensitive to their current needs and risk tolerance.
View Top Employees from Spraker West Wealth Management, Inc.Website | http://www.sprakerwest.com |
Revenue | $961000 |
Employees | 11 (11 on RocketReach) |
Founded | 2008 |
Address | 334 W Morse Blvd, Winter Park, Florida 32789, US |
Phone | (407) 478-7899 |
Fax | (407) 478-7898 |
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Industry | Financial Services, Finance General, Finance |
Web Rank | 21 Million |
Keywords | Susan Spraker, Susan Spraker Clothing |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
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The Spraker West Wealth Management, Inc. annual revenue was $961000 in 2024.
11 people are employed at Spraker West Wealth Management, Inc..
Spraker West Wealth Management, Inc. is based in Winter Park, Florida.
The NAICS codes for Spraker West Wealth Management, Inc. are [5239, 523, 52393, 52].
The SIC codes for Spraker West Wealth Management, Inc. are [62, 628].