#businessSPOTLIGHT: Spuhler Wealth Advisors
What services or products does your business offer?
We provide tailored financial plans for any age, life stage, or personal situation. We keep a long-term perspective in mind and have tax efficient strategies. Some of the accounts we offer include; retirement, non-retirement, kid’s college, health savings accounts, and small business plans. We also can help recover and rollover any previous employer’s retirement plans. Our goal is to create generational wealth within family trees.
How does your business separate itself from your competition?
Our business is different from most financial service companies because our clients are more than just account numbers. Throughout the financial planning process, we work around the clock for our clients to help them achieve their specific goals. We do not require any minimum investment amounts, so you can invest as little or as much as you like. We believe that each individual’s situation is unique and financial plans are not a one-size-fits-all.
How do you see your business growing in the future?
Our goal is to continue to help individuals and families achieve the financial freedom that they desire. With that in mind, we always strive to become more efficient in our processes so that we can continue to help more people. We would love to help the younger generations start their careers off on the right track by implementing financial plans and strong habits to set them up as they go through life’s journey.
How does your business get involved in the community?
We devote time participating on the Chamber’s Membership Committee and West Shore Young Professional’s Board of Directors. Our business has been getting more involved in the community by sponsoring events. We aim to help promote local businesses and non-profits so they can continue to grow, develop and make a lasting impact on the community.
How long has your business been a member of the Chamber?
We have been a member of the chamber for a year and a half! Including a part of the Membership Committee.
How has Chamber membership been beneficial to your business?
The chamber has been so welcoming to our company by allowing us to connect with other professionals through networking events. These events have helped us grow individually and professionally by creating strong relationships, friendships, and even business partnerships. The Chamber has allowed us to get our brand out in the community so that we can help more people become financially responsible. The Chamber has opened our eyes more to see what other services and business the community has to offer us.
andrew.spuhler@securitiesamerica.com
Cell: 856.430.0394
Work: 717.790.1183