Guiding Business Owners
    to Financial Success

If you’ve achieved success as a business owner, you need a smart, experienced financial team to advise you on how best to invest your personal assets and manage your wealth.

You also may need outside expertise on executive compensation planning, managing your company’s retirement plan, valuation of your business, or how to transition your business to new ownership.

Spero-Smith Investment Advisers has helped many entrepreneurs with comprehensive wealth and investment management as well as retirement plan management and consulting on the financial and investment aspects of business ownership.

• Wealth Management
• Asset Management
• Financial Planning
• Employee Benefits and Retirement Planning
  • Stock options and restricted stock analysis
  • Executive compensation
  • Qualified plans (for example, 401(k) & 403(b) plans)
  • Non-qualified plans (i.e., deferred compensation)
• Business Consulting
  • Business valuation
  • Business transition planning

For more information on investment management, retirement plan management, and consulting services for business owners from Spero-Smith, contact us.