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Start for FreeLindsay Spanek
Senior Manager @Strategic Wealth Partners
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WORK HISTORY
Senior Manager @Strategic Wealth Partners
San Francisco, CA, US
ABOUT LINDSAY SPANEK
Strategic Wealth Partners is located in Walnut Creek, CA & pleased to announce our newest branch location in lovely downtown St Helena* Our mission is to help our clients make smart financial decisions through valuable and innovative advice. Do you have multiple accounts, concentrated equity holdings, an extensive real estate portfolio, or stock options? If the answer to any of these is yes, you have outgrown cookie cutter investment options. Your portfolio needs to take into consideration the impact of all your holdings. Otherwise there is a good chance you are taking unnecessary risk and paying too much in taxes. We help families protect and grow their assets by building portfolios that emphasize after-tax wealth maximization and risk minimization. The only way to achieve this goal is through an intimate knowledge of your personal situation. That is why we only work with a select few clients and build strategies customized to your specific objectives.
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