A complete list of active advisors currently associated with Spiegelman Wealth Management, Inc.

Warmer can help you find a great advisor at Spiegelman Wealth Management, Inc. or one who fits your needs even better.

Spiegelman Wealth Management, Inc. provides personalized investment management and financial planning to individuals, trusts, foundations, retirement plans, and corporations. The firm serves clients through discretionary portfolio management and also offers standalone financial planning when requested. Portfolios are managed using a mix of mutual funds, exchange-traded funds, individual stocks and bonds, with investment selections informed primarily by fundamental analysis and client-specific asset allocation guidelines. Account custody is handled through custodians such as Fidelity and Charles Schwab, and fees are generally debited from client accounts under client authorization; clients engaging the firm typically execute a limited power of attorney for discretionary management. Noteworthy aspects include the firm’s scale relative to its team: as of December 31, 2025 it reported $442,974,405 in regulatory assets under management across 183 client relationships for a three-advisor team, and the firm was registered in July 2025 and added Charles Schwab as a custodian during the most recent filing period. Spiegelman also sponsors a wrap-fee program—a arrangement held by a minority of peers—and does not accept authority to vote client proxies, leaving proxy voting to clients.

To learn more about the advisors currently working at Spiegelman Wealth Management, Inc., 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.