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INGENUITY, COMMITMENT, EXPERIENCE

A proactive approach to holistic financial planning

The Wernick Spear Difference

We love the work we do and the clients we serve. Our firm is founded on relationships that span decades, which means we are with you through the highs and lows. By sharing their dreams, and current financial picture, our clients trust us with the most intimate details of their lives. We aren’t just focused on the return, we care deeply about your life.

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Independent

We are an independent firm, which means we are able to provide a comprehensive approach to financial planning without the pressure to meet sales quotas or corporate objectives. We are constantly seeking new and better ways to help you pursue your long-term goals.

Holistic Planning

We work to understand the issues that matter most to you, and embrace deep relationships and responsibility to your desired outcomes. This allows us to build a practice focused on your holistic needs, not just your assets.

Fiduciary

We are fiduciaries – it’s the most important distinction when selecting a financial advisor, yet many people have never heard the word. Why is it so important? Fiduciaries have a legal duty to act in your best interest.

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Wernick Spear Wealth Managers