Lawrence Spinosa is a financial advisor with Spinosa Wealth Management Group, holding the CFP® and ChFC® designations and over 39 years of industry experience. He has been with Spinosa Wealth Management Group since 2014 and has prior experience at LPL Financial and Spinosa & Associates, where he also maintains a CPA practice focused on tax preparation and accounting. Spinosa Wealth Management Group provides investment advice and planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers wrap portfolio management, standalone financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, quantitative, and Modern Portfolio Theory approaches to portfolio construction.

Jordan Spinosa is a CFP® professional with 12 years of industry experience. He is principal at Spinosa Wealth Management Group, which he has been associated with since 2016, and has also worked with LPL Financial during this time. Outside of investment advisory services, Spinosa is involved with JRS & Associates, a business entity for tax and investment purposes. Spinosa Wealth Management Group provides advisory services to individuals, trusts, retirement plans, and business entities, managing approximately $191 million in discretionary assets. The firm offers wrap portfolio management alongside standalone financial planning and pension consulting, employing diverse analytical methods and advanced investment techniques within its discretionary management approach.