Spence Cassidy Wealth Partners offers all-encompassing services for our clients. Whether you are a veteran of success or are just starting to manage your portfolio, we can help you achieve your goals and surpass them in time.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.
The SECURE Act changed the rules for retirement accounts and investing. Are you aware of how this may affect your investing strategy? Get all the details here in our free ebook.