The Spurr Group is a full-service wealth management group with offices in Portland, Oregon and New York City. Our team members have over 50 years of combined experience working on Wall Street in finance and the law. We leverage these backgrounds to seamlessly blend the experience of a boutique-like family office with the extensive resources of a global institution. The result is a distinctive approach designed to help you grow and preserve your wealth for today and the future.
*We do not provide legal advice in our current roles with Merrill.
Our mission is to understand your goals and what truly matters to you and your family. We look to actively listen and comprehensively assess your current situation and future aspirations.
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.
