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Spurstone

Higganum, Connecticut, United States

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General Info:

Spurstone is a privately-owned, Connecticut-based fiduciary firm that specializes in advising stock-compensated corporate executives across the country. By taking a uniquely executive approach to your financial, investment, and intellectual property management needs, we streamline complex financial stresses into effective solutions to restore your time, preserve your wealth, and enhance your assets. We help motivated executives, build and protect lasting wealth, by delivering high-impact guidance, authentic partnership and our proven 5-Step 10Ex Executive Wealth Plan. Whether your goals include college savings or retirement savings, compensation planning or estate planning, our rigorous and tailored wealth assessment process will identify areas to improve upon in every aspect of your financial life. Where do we start? Our 10Ex Executive Wealth Audit will provide you with a transparent, independent, and comprehensive wealth assessment. We guarantee that if we can’t find you 10 times the one-time $1,000 audit fee in savings and value, we’ll return your fee! To get started, visit www.Spurstone.com or call (860) 264-1111. Advisory services offered by Spurstone Advisory Services, LLC. All investment involves risk, including the potential loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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