From inception, SPWM has focused on working with a limited number of clients. This decision is consistent with our investment banking roots where success is measured not by the number of clients but by the depth of each client relationship.
Because of the time we spend getting to know each client's personal financial situation and goals, issues typically arise involving financial, tax and estate matters that require further action. We coordinate professional services among our clients' attorneys, accountants and other service providers, and take primary responsibility for integrating their services with our clients' other wealth management needs. Our objective is to serve as our clients' central resource and unbiased advisor across the full range of their wealth management needs.
