Spivak Financial Group & Wealth Management Consultants

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8753 E Bell Rd

Scottsdale, AZ 85260

+1 (480) 556-9931

The Spivak Financial Group, a second-generation, independently-owned wealth management firm established in 1965, specializes in providing personalized financial strategies to affluent individuals. By unifying investments and tax strategies, the firm ensures clients can effectively accumulate, distribute, and transfer their wealth while minimizing their tax burdens.

Led by experienced professionals Stuart J. Spivak and Mark T. Woodfield, the firm offers comprehensive services, including Asset Location Planning and lifetime income strategies, tailored to meet the unique financial goals of each client. With a strong commitment to fiduciary responsibility, the Spivak Financial Group prioritizes the best interests of its clients, guiding them through the complexities of financial planning with care and expertise.

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Reviews

3.04 reviews

Melanie B.

10/7/2025

This is a very personable team of experienced professionals. They're genuine, caring and thoughtful. Stuart is our main advisor and he's very responsive to all our concerns. We believe that we're...

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Sharon W.

9/4/2025

we were invited to a seminar, and at the last minute cancelled us. They wanted our investments so they could give us an opinion on them. Why would I care about his opinions before I meet him and...

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Nancy M.

2/21/2025

I give this company 1* for these reasons: 1) They send you postcards and emails to invite you to a dinner at Ruth Chris Steakhouse, and tell you that you are not obligated to buy anything! I was...

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Marc R.

3/7/2025

Stu and the team are very easy to work with. I appreciate Stu's ability to explain complex topics and make them easy to understand. I would recommend The Spivak Financial Group to any of my...

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