Sprincz Advisory Group, LLC

Sprincz Advisory Group primarily provides investment management and financial planning to individual clients, offering both discretionary and non‑discretionary portfolio management as well as access to third‑party money managers, model marketplaces, and wrap programs. Services include ongoing portfolio monitoring, retirement and college planning, and liaison support when clients are placed with external strategists or TPMs.

The firm combines fundamental, technical, and charting analysis to construct long‑ and short‑term strategies and implements portfolios directly or by subscribing to model strategies on platforms such as Orion and Altruist. On some client accounts it uses derivatives‑based overlays—most notably an options overlay strategy (TwoFish Put Income) that purchases uncovered put options—alongside traditional mutual fund and ETF allocations.

Distinctive features disclosed in the brochure include an affiliated insurance business operated by the firm’s principal, through which insurance products are offered and commissions may be received, and explicit incentive and referral arrangements with certain third‑party managers and wrap sponsors. The firm also participates in custodial and vendor educational conferences and training, a vendor‑supported educational emphasis and manager‑incentive structure that is less common among independent advisors.