A complete list of active advisors currently associated with Spaulding Greene Wealth Management, LLC
Warmer can help you find a great advisor at Spaulding Greene Wealth Management, LLC or one who fits your needs even better.
The firm provides investment advice and asset management primarily to individual clients, trusts, and estates, including high-net-worth clients. It manages a small number of discretionary accounts — collectively about $7.1 million in assets for six clients — and focuses on personalized portfolio management for individuals. The firm pursues a conservative, tax-conscious approach using individual equities, mutual funds, and ETFs, avoiding active options trading and market timing and generally trading infrequently. Investment plans are tailored to each client’s risk tolerance and time horizon, accounts are managed on a discretionary basis, and reviews are performed at least quarterly with regular account statements provided. Noteworthy aspects include the firm’s very small scale with a single primary portfolio manager overseeing all investment decisions and a policy that clients use the firm’s recommended custodian in order to be managed. The brochure also discloses an owner’s outside activity as an independent real estate salesperson (with stated limits on client referrals) and details the custodial products and services the firm receives from its recommended custodian.
To learn more about the advisors currently working at Spaulding Greene Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Buffalo, NY
| 4
|
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