Our Approach
At Bill Spalding Wealth Management, we accompany you through all the paths of your journey. Our tailored services provide you with the best of what we can offer you, no matter your stage in life or situation.
01
Investment Advice
We research potential investment options and allocate assets in a way that fits your risk tolerance and risk capacity.
02
Insurance
Our team refers you to an independent insurance expert who can review all your insurance policies and make an unbiased assessment for you.
03
Donor Advisor Funds
Make your charity donations simple and easy. These funds also allow you to donate appreciated stock and real estate. You get the deduction of its value and then sell it tax-free in your charitable fund.
04
Taxes
We aim to decrease the amount of taxes you pay by using tax-efficient investing and working to lower capital gains taxes.
05
College Planning
To help alleviate the pressure of tuition, we can set up 529 College Plans for your children or grandchildren.
06
Retirement Planning
To ensure you’re prepared for your future, we help you manage your income in a way that will build funds for retirement and keep your money safe.
07
Estate Planning
We refer you to experts to review or create your Will and help you plan for how your assets will be passed to the next generation.
