Our Approach to Guiding Your Financial Journey
Meeting you where you are. Building the path to where you want to be.
Let’s Work Together
The right fit matters—for both you and for us. While we serve a wide range of clients in Florida and
across the country, we’re best suited for those who value a long-term partnership with a team of
experienced financial professionals. Our clients include:
Healthcare professionals
willing to delegate and
seek advice
Business owners preparing to
sell their business
Multi-generational families looking for long-term
guidance
What You Can
Always Expect
From Us
Proactive
Communication
We work together as a team to provide thoughtful, well-rounded guidance that addresses every aspect of your financial well-being.
Personalized
Guidance
We prioritize transparency and open communication, keeping you comfortable and informed every step of the way.
Collaborative
Partnership
Our advice is grounded in genuine care and designed to support you as fiduciaries through every stage of your financial journey.
From Our First Conversation,
to a Lifelong Partnership
Here’s our six-step process for getting started:
Discover
What matters most to you and your family?
We begin by listening, because no two clients are the same. During this complimentary call, we focus on understanding your goals and values before any planning begins.
Analyze
What is your current financial situation?
Our team will take a deep dive into your top priorities and current financial position by collecting your personal information and assessing your unique situation. If you choose to move forward, we will complete our Wealth Management Agreement to officially hire the firm!
Strategize
How do we best achieve your future goals?
Once we formally agree to partner together and we have a better view of your financial picture, we will discuss your unique risk profile and recommend the investment strategy tailored to best meet your unique goals and objectives.
Implement
What steps should we take now?
Now that we know your goals and your risk tolerance, we implement our agreed-upon investment allocation based on your risk profile. We will tax-efficiently rebalance your portfolio using one of our proprietary portfolio models, and we will discuss any planning steps that should be immediately taken.
Follow Up
Where are we today?
We want to know how everything is going. We will review your first few quarterly reports in detail together, and begin working on any personal planning items that need attention or discussion. Going forward, we will meet with you a few times a year, or as warranted, to review your report and reassess your portfolio as opportunities arise.
Plan
Are we on track to meet your future goals?
Now that you are settled in as a client, we will start to look long-term. Our team will work with you to build a personalized, comprehensive financial plan to ensure you are on the right track, and discuss ways to improve your chance of success. We will review your plan on an annual basis, and update as your circumstances change.
Start a Conversation With Our Team
Whether you have some initial questions or are ready to dive in, we look
forward to meeting you and seeing how we can help.
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Spraker West Wealth Management FAQs
Who do you typically work with?
We serve individuals, couples, and families seeking a long-term relationship with a trusted financial advisory team. Many of our clients are preparing for or in retirement, managing a major life transition, or looking to delegate their financial planning and investment management to experienced professionals. We have a wide range of clientele, from their early 20s to over 100 years old! We serve a broad range of clients based on their unique goals. Our client relationships include ultra-high-net-worth (UHNW) client families with most client relationships having a net worth of above $5M.
What is your minimum asset requirement?
Our minimum for new clients is typically $600,000 of investable retirement assets. However, we may work with clients with less than $600,000 if there is a clear financial planning need, they are part of an existing client relationship, or aggressively adding to the portfolio.
Do you work with clients outside of Florida?
Yes, we work with clients all over the country in over 20 states, regularly meeting via Zoom and over the phone.
What is your investment philosophy?
We build diversified portfolios using mutual funds, ETFs, and high-quality individual stocks that include U.S. and international stocks, bonds, and alternative asset classes. Our approach focuses on long-term growth by prioritizing quality investments and risk management, which is founded on economic research. Each portfolio is tailored to your personal risk tolerance to help you reach your financial goals.
Do you offer financial planning?
Yes, comprehensive financial planning is a core part of our service. We help you prioritize goals and build a clear, actionable plan for your future. We want to help you get on the right track and give you peace of mind that you can retire with confidence.