Bokeelia, FL logo

Bokeelia, FL Office

Team
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Spyrnal Financial Group logo

Spyrnal Financial Group

Supported

Firm-wide stats for Spyrnal Financial Group

Total advisors

3

Across 2 offices

Clients per advisor

129 Very High

Avg AUM per client

$365,891 Low

HNW client ratio

9% Low

About

Spyrnal Wealth Management provides investment management, financial planning, and advisory services primarily to individual and high-net-worth clients, and implements discretionary portfolios through model-based managed account programs and UMA platforms. The firm also refers clients to outside managers and may engage unaffiliated sub‑advisers for certain client accounts.

The firm constructs individualized investment plans using client objectives, risk tolerance, time horizon and liquidity needs, then implements those plans through tailored asset‑allocation targets and discretionary authority when agreed. Investment analysis incorporates fundamental, technical and cyclical methods, and the firm monitors third‑party managers, overlay strategists, and sub‑advisers as part of its supervisory process.

A distinguishing feature is the firm’s affiliation with insurance agencies: firm principals act as licensed insurance agents for affiliated entities and disclose devoting approximately 30% of their time to that business, and they may offer insurance products for which they receive commissions (which the firm states do not offset advisory fees). The firm also emphasizes use of overlay managers and sub‑advisers for implementation and notes it does not accept custody of client assets beyond fee withdrawals and that clients retain responsibility for proxy voting.

Based on Spyrnal Financial Group

Expertise

Business ownership considerations Retirement income strategy College savings (529s, UTMA, etc.)

Based on Spyrnal Financial Group

Location

5524 Avenue A

Bokeelia FL 33922

Advisors at this office

2

Advisors at this office

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Chad M

CFP®, Series 66

Bokeelia, FL

Spyrnal Financial Group

Chad Michaels is a CFP® with 11 years of industry experience, currently serving as an advisor at Spyrnal Financial Group. He previously worked at Axa Advisors, LLC for five years before joining Spyrnal Wealth Management and Spyrnal & Associates, Inc. Michaels also acts as an insurance agent for Spyrnal & Associates, dedicating part of his time to insurance-related client services. Spyrnal Wealth Management serves individual and high-net-worth clients by providing investment management, comprehensive financial planning, and referrals to third-party money managers. The firm employs a client-specific investment approach using discretionary management, model portfolios, and outside managers, integrating fundamental, technical, and cyclical analysis in its security selection.

Business ownership considerations Retirement income strategy College savings (529s, UTMA, etc.)
user avatar

Jack D

Series 65

Bokeelia, FL

Spyrnal Financial Group

Jack Drapkin is a financial advisor with Spyrnal Financial Group holding a Series 65 designation. He has one year of industry experience and previously worked in real estate with Keller Williams Hudson Valley United and held roles outside financial services including at Coffee Smoke LLC and in professional soccer with Major League Soccer and the San Jose Earthquakes. Spyrnal Wealth Management provides investment management, financial planning, and advisory services primarily to individual and high-net-worth clients, using model-based managed accounts and UMA platforms. The firm employs a discretionary approach with individualized investment plans based on client objectives, risk tolerance, and time horizon, incorporating fundamental, technical, and cyclical analysis.

Business ownership considerations Retirement income strategy College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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