Bill Spalding is an independent financial advisor with over 30 years of industry experience. As an investment steward, Bill safeguards his clients’ assets with a sense of calmness and discipline. Creating an honest, objective investment approach is paramount. Bill believes in personal interactions and provides tailored solutions designed to fit each client’s unique needs.
Our team is focused on providing well-crafted portfolios combined with superior customer service. Each tailored solution is designed for our client base of individuals, families, women investors, retirees, and entrepreneurs of all ages.
Our belief is that the client comes first in all aspects of the relationship. We are a privately held investment firm dedicated to independence, ethics, and honesty. Clients are offered a full range of services guided by separate groups working within their specialty. This includes specialized money managers, portfolio design based on needs, insurance reviews, and access to wills, trusts, and estate work.
Bill is an accomplished public speaker and financial columnist, and he is active in community volunteer work and the arts. Bill’s community, church, and charity work have been a lifelong commitment in the Atlanta area and beyond. We promote the love of animals, the preservation of our natural resources, and we actively support our clients and groups in this area.
+ 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, Pilates, pets and animals, good fellowship, cinema, music,
charitable work, community support and volunteer work, humor, good food, fine wine, travel, and photography
+ Arts Sandy Springs (Founding Member)
+ Sandy Springs Business Association (Chairman Emeritus)
+ International Business Leaders’ Advisory Council Board Member
+ Supporting Program for Church Management at University of Santa Croce – Rome, Italy
+ Catholic Charities Atlanta
+ Garden Hills Neighborhood Association
+ Mayland Community College
+ Ignatius House
+ Sandy Springs Society
+ Serra Club of Atlanta
+ Legatus of Atlanta
+ Botanical Gardens
+ High Museum of Art
+ The International Business Leaders Advisory Council (Rome, Italy)
+ Five Star Wealth Manager Award Winner 2022 – Atlanta Magazine
+ Five Star Wealth Manager Award Winner 2021 – Atlanta Magazine
+ Five Star Wealth Manager Award Winner 2020 – Atlanta Magazine
+ Five Star Wealth Manager Award Winner 2019 – Atlanta Magazine
+ Five Star Wealth Manager Award Winner 2018 – Atlanta Magazine
+ Five Star Wealth Manager Award Winner 2017 – Atlanta Magazine
+ Five Star Wealth Manager Award Winner 2016 – Atlanta Magazine
+ Top-Tier Member of National advisory Peak Advisor Alliance
+ Hall of Fame of Carroll High School 2012
+ Nationally Broadcasted NBC Interview 2008
Honesty
Integrity
Award-Winning Independent Service
+ An Atlanta-based, privately-held, investment management firm.
+ Founded in 1996, we have years of custom design management experience.
+ A company firmly 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 that are focused on helping others.
+ Clients Come First: We believe in doing 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 on delivering superior and outstanding customer service at all times. Because of this commitment, our company was selected as a 5-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: creating and updating your will, creating and delivering a personal financial plan, evaluating
your personal life and health insurance, and setting 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.
