A Wealth Management Company
Uncomplicating
Finance
Spotlight Financial - Our Story
When we started Spotlight Financial, we did so with the singular goal of creating a culture that was our own. Our team wanted to define—in clear and certain terms—how we can deliver the best client service experience.
To do so requires challenging existing beliefs in a business desperate for improvement. We believe this is a conversation long overdue. At Spotlight Financial, our intention is to shine a light on an industry that has prioritized profits instead of fulfilling its original purpose: doing what is best for clients.
Our Core Beliefs
The investment process should be understandable.
It is our job to break down complex problems into their most basic elements. This is known as first-principle thinking, and it is the framework we utilize to educate our clients.
Our clients sacrifice fees, not service.
What matters most to us is how we treat our clients. Admittedly, this is not an original thought. Many financial service companies make this claim. The unfortunate reality is that very few deliver on the promise. For our team, this is more than a financial exercise; this is personal.
Ongoing education is the best way to build trust.
We exist to reward clients our clients for bestowing trust in us. The best way to cement that trust is by empowering our clients through education.
Our Services
Everyone deserves a personal CFO. At Spotlight Financial, we provide advice on all avenues of your financial life.
How does an investor ensure that a portfolio is optimized for growth AND protected during economic downturns?
We build portfolios with a focus on achieving positive total return in any economy.
Life has a funny way of surprising us. We plan accordingly. By building a custom, tailored financial plan, our clients expect the unexpected.
A successful financial plan includes proper risk mitigation. Are you mitigating more than market risk? At Spotlight Financial, we aim to protect our clients from risks inside and outside of the economy.
We offer advice on all things financial. Whether you’re selling a business, buying a home, or seeking to maximize tax efficiencies, we are here to provide actionable solutions.
Our Process
Get to Know Each Other
Our initial meeting is spent getting to know each other. We want to know what you value and what you want to achieve financially. The information gathered builds the foundation for your custom financial plan.
Present Your Plan
We present your comprehensive financial plan and investment recommendations. Before asking for your approval, we answer any and all questions you may have.
Stay Connected
Constant ongoing communication and annual reviews.
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