Spivak Asset Management LLC

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172 W Main St
Avon, CT 06001
+1 (860) 676-9756
http://www.jayspivak.com

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.

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United States›Connecticut›Avon›Spivak Asset Management LLC

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