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.