Bill Spalding is an independent financial advisor with over 30 years of industry experience. As an investment steward, Bill safeguards and protects his client’s assets with a sense of calmness and discipline. Creating an honest, objective investment approach is paramount. Bill believes in personal interactions with individual investors, retirees and entrepreneurs and provides tailored solutions that are designed to fit their unique needs. Utilizing an academically rooted investment approach, clients are guided through all the ages and stages of life with comfort and confidence.
+ Master’s Degree from University of Pittsburgh
+ Featured exclusive columnist in Sandy Springs Living
+ Guest Speaker on the HMS Queen Elizabeth II cruise ship and
lecturer on the Mississippi Delta Queen steamboat cruise
+ Quoted in Financial Planning, Wealth Manager, and Research magazines
+ Enjoys history, reading, art, gardening, golf, yoga, walking, music, charitable work,
humor, good food, fine wine, travel, and photography
+ Arts Sandy Springs (Founding Member)
+ Sandy Springs Business Association (Chairman Emeritus)
+ Buckhead Club
+ Wine Appreciation Society
+ Mayland Community College
+ Ignatius House
+ Sandy Springs Society
+ Serra Club of Atlanta
+ Legatus of Atlanta
+ Botanical Gardens
+ High Museum of Art
+ Five Star Wealth Manager Award Winner 2016 – Atlanta Magazine
+ Five Star Wealth Manager Award Winner 2010 – Atlanta Magazine
+ Five Star Wealth Manager Award Winner 2009 – Atlanta Magazine
+ Five Star Wealth Manager Award Winner 2008 – Atlanta Magazine
+ Top-Tier Member of National advisory Peak Advisor Alliance
+ Hall of Fame of Carroll High School 2012
+ An Atlanta based, privately held, investment management firm.
+ Founded in 1996, we have years of custom design management experience.
+ A privately held company committed to independence, ethics, and unbiased consulting.
+ Patience: A soundly constructed process to build a portfolio for long term performance.
+ Objective Decisions: A conflict free approach to use multiple investment managers based on merit and performance.
+ Fee-Only Portfolio Management: No commissions on managing your investment assets.
+ Civic Responsibility: Active community and non-profit involvement through the company enhances our culture and supports groups focused on helping others.
+ Clients Come First: Our belief system is to do what’s right for the client in all aspects of our relationship.
+ A focus on consistent, well managed portfolio managers and well researched investment positions.
+ A focus on the quality of people and a solid, well-designed investment philosophy.
+ An ongoing monitoring of our managers and the ability to adjust our accounts when necessary.
+ Portfolios can be customized and tailored for each client’s specific goals.
+ There is neither in-house research nor investments that may cause conflict with how we place money. All of our accounts are designed on the merits and track records of our independent money managers and aligned with specific goals and objectives. In addition, we monitor our placements on an ongoing basis for performance and service.
At Bill Spalding Wealth Management, we understand that excellent performance alone is not our only objective. Our goal is to provide outstanding service as well. So as hard as we work to provide value in the investment process, our team is equally focused to deliver superior and outstanding customer service at all times. Because of this commitment, our company was selected as a 4-time, Five Star Wealth Manager recipient, based on independent surveys and profiled in Atlanta Magazine.
Personal services provided include a weekly market commentary, a client pet club, a Wealth Portal for each client to track and monitor their net worth, and unlimited contact
via phone, email, and personal reviews. We want each and every client to receive as much personal contact, assistance, and attention as they desire.
Through a team of professional alliances of individuals who specialize in specific areas, we coordinate the ability for you to receive assistance in the following areas: create and update your will, create and deliver a personal financial plan, evaluate
your personal life and health insurance, set up a charitable giving account that provides immediate tax deductions with every deposit. This account can be invested and grow tax free while inside the account.
Our success is inextricably aligned to that of our clients. We create custom plans and focus on prompt service experiences to ensure your peace of mind.