Bill Spalding Wealth Management
Bill Spalding Wealth Management was founded on principles of ethical and responsible portfolio design combined with personal high-level service. Creating an unbiased, academically rooted investment approach, clients are guided through all the stages of life decisions with comfort and confidence. Every tailored solution is designed to fit the unique needs of each client. By fulfilling the role of unbiased consulting and advice, our core culture is that the client comes first in all aspects of the relationship.
We are a privately held investment firm dedicated to being faithful, trusted, and dependable. We offer our clients a full range of services, including specialized money management, portfolio design based on needs, donor-advised funds, insurance reviews, and access via referrals to wills, trusts, and estate work.
Meet Bill Spalding, Founder of Bill Spalding Wealth Management
Multi-Year 5 Star Professional Award Recipient
Setting out on my own, I built our firm upon these core beliefs:
- Don’t repeat the sins of Wall Street
- Serve the client first, not the Wall Street firm
- Have no commissions that can compromise someone’s objectivity
- Be honest and unbiased with decisions and recommendations
- Create our own portfolios based on merit and academics versus acquiring a cookie-cutter, one-size-fits-all portfolio designed by a Wall Street firm and placed by the stockbroker as your account
- Have no hidden fees
I felt that if I could create a Main Street culture with care and integrity versus a Wall Street culture, clients could find a home with us, recognizing that they are in a safe place.
This vision is, now, realized, as clients who join our firm usually stay for life. They know that they are cared for and their trust in us is not misplaced. Here, authentic, personal interactions create a family atmosphere where customized solutions are designed to fit each client’s unique needs.
Our community, church, and charity work have been a lifelong commitment in the Atlanta area and beyond. Through this work, we have had the opportunity to promote our love of animals, the preservation of our natural resources, support our local businesses, and promote and practice charitable giving.