Welcome to Buetow & Spitzley Wealth Management
We have been serving our clients since 1981, providing financial
planning, estate planning, and investment management.
We work with individuals who are serious about
creating and maintaining wealth.
Our investment philosophy revolves around our clients’ needs and desires. Our relationship is based on integrity, honesty, trust and open communication. By using tactical asset allocation at the client level we foster relationships which allows us to work together to explore and define your goals and objectives so you may realize a financially independent future.
ADVANCED PORTFOLIO MANAGEMENT
We manage and monitor our clients’ portfolios on a daily basis. Our portfolios are comprised of common stocks, exchange traded funds, C.D.’s bonds, mutual funds and precious metals.
ESTATE
PLANING
We will work with you to ensure your legacy lives on long after you are gone. We will help to safeguard your children’s inheritance and any charity legacies you may wish to leave.
College
Planning
We will help you in choosing the right college savings plan for you and your family.