Ridgeline Financial Partners

SpecialtiesWelcome to Spurstone Executive Wealth Solutions, a privately-owned advisory firm dedicated to advancing the success of corporate executives and their families. By taking a uniquely executive approach to your financial, investment, and intellectual asset management needs, we streamline complex financial stresses into solutions that restore your time and enhance your confidence. Our specialists are passionate about education, technology, and intelligent wealth design. To reach your goals and preserve your wealth, we adhere to a rigorous and tailored process that keeps your best interests at the heart of our approach. Whether your goals include preparing for retirement, college savings, estate planning or compensation planning, our vast network of strategic partners will champion every aspect of your financial life.

Jack Evans - Secure Financial Group is a reputable financial services firm based in Avon, CT. Specializing in comprehensive financial planning and investment management, the company assists clients in achieving their long-term financial goals. With a focus on personalized strategies and client education, Jack Evans - Secure Financial Group aims to provide tailored solutions to individuals and businesses seeking financial stability and growth. Their team of experienced professionals offers guidance and support to help clients navigate the complexities of the financial landscape. Generated from their business information

Spivak Asset Management LLC, located in Avon, CT, specializes in customized investment solutions for high-net-worth individuals, prioritizing unbiased and diversified strategies that focus on low-cost asset classes to maximize returns. As an independent fee-only advisor, the firm emphasizes a disciplined wealth management approach tailored to each client's investment goals and risk tolerance. The company's investment philosophy is rooted in academic research and real financial market experience, resulting in personalized portfolios designed to optimize returns in a tax-efficient manner. With a commitment to clear communication and simplified recordkeeping, Spivak Asset Management enables clients to focus on their lives while confidently managing their financial futures. Generated from the website