The Spickler Wealth Management Group is a cohesive team whose members bring passion and a strong sense of camaraderie to their work helping clients navigate the uncertainties of their financial lives and pursue the outcomes they desire. For more than four decades, we have provided knowledgeable advice and guidance and empathetic, caring service to a varied clientele, including entrepreneurs, women in transition, corporate executives, business owners, corporations and members of the LGBT community. By striving to create an atmosphere in which clients feel embraced, we have nurtured relationships that span generations, extending to clients' children and grandchildren. In working with you, we seek to understand not just your financial situation and investment objectives but also your values and aspirations, both for yourself and for your family. We are committed to learning everything we can about you and developing deep connections so we can give you the personalized service and attention you deserve. In short, your goals are our focus, and helping you pursue them is our mission.
Rather than chase high returns, we seek to achieve consistent performance over the long term. Our advice is based not just on your financial situation today but on your aspirations for the future as well. The approach we follow is characterized by discipline and an ability to monitor market trends without getting caught up in them. To accomplish this, we emphasize three critical components in our "Lifetime Wealth Management" process:
- Wealth Preservation—We can help develop durable income and asset allocation strategies designed to help minimize your tax and downside-risk exposure. The goal is to help preserve the wealth you need to support yourself and your family today and to create a legacy for the future.
- Strategic Investment Core Development—Drawing on a wide array of third-party providers, both within and beyond the bounds of the firm, we develop a "core" investment portfolio that targets your general investment goals while taking into account your objectives, risk tolerance, liquidity needs and time horizon.
- Income and Capital Appreciation—Believing that asset allocation is more important than stock selection or market timing, we diversify both across and within asset classes, carefully weighting your portfolio allocations to stocks, bonds and other asset classes.
Please join us for the first in a series of educational Medicare webinars, "New to Medicare? Avoid these common mistakes", presented by Caroline Ward, Independent Senior Insurance Advisor, Ask Caroline.
Wednesday, March 06, 2024
5:30 p.m EST
We will be hosting additional webinars on a variety of Medicare educational topics throughout 2024.
Please click here to sign up for the event.
Questions about Medicare - get the facts
Please join us for the second in a series of educational Medicare webinars, "Questions about Medicare - get the facts", presented by Caroline Ward, Independent Senior Insurance Advisor, Ask Caroline.
Thursday April 18, 2024
12:30 p.m. EST
Please click here to sign up for this event
Thursday April 18, 2024
5:30 p.m. EST
Please click here to sign up for this event
Choose which time works for you by clicking on the webinar links above to reserve your space. Please call Jackie Brown with any questions.
We will be hosting additional webinars on a variety of Medicare educational topics throughout 2024.
Please join us for the third in a series of educational Medicare webinars, "Let's explore the REAL COST of Medicare", presented by Caroline Ward, Independent Senior Insurance Advisor, Ask Caroline.
Wednesday, June 12, 2024
12:30 p.m. to 1:30 p.m. ET
Please click here to sign up for this event
Wednesday, June 12, 2024
5:30 p.m. to 6:30 p.m. ET
Please click here to sign up for this event
Choose which time works for you by clicking on the webinar links above to reserve your space. Please reach out to Jackie Brown with any questions.
We will be hosting additional webinars on a variety of Medicare educational topics throughout 2024.
Please join us for the fourth in a series of educational Medicare webinars, "Confused about Medicare? Learn how to choose a plan", presented by Caroline Ward, Independent Senior Insurance Advisor, Ask Caroline.
Thursday, August 29, 2024 5:30 p.m. to 6:30 p.m. EST
Please click here to sign up for this event.
We will be hosting additional webinars on a variety of Medicare educational topics throughout 2024.
The Spickler Wealth Management Group presents effective strategies to help avoid being a victim of the ever growing threat of cybercrime.
Tuesday, November 12, 2024
6:00 p.m. ET
Please call Jackie Brown at 248-645-7150 to reserve your space.
Please join us for the last in a series of educational Medicare, "Medicare Advantage or Medicare Supplement? What's the BIG DEAL", presented by Caroline Ward, Independent Senior Insurance Advisor, Ask Caroline.
Monday, October 14, 2024
12:30 p.m. to 1:30 p.m. EST
Please click here to sign up for this event time.
5:30 p.m. to 6:30 p.m. EST
Please click here to sign up for this event time.
Click on the above webex link to reserve your space.
Call Jackie Brown at 248-645-7150 with any questions.
CPFA™, CPWA®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
