Meet Our Team

Managing wealth is more than just simply managing investments. Our elite, multi-generational team is committed to providing you with superior wealth management experience through tailor-made strategies that seek to ensure your short and long-term goals are met.

Our focus is on helping high net-worth individuals and families build and protect their wealth. Our strategy to accomplish this is by providing clear, sound financial planning and management in all areas, including taxation, retirement and estate planning, and intergenerational wealth transfer.   

With our ethical and caring approach, our entire team is dedicated to helping you achieve and maintain your financial goals through all stages of your life. We look forward to working with you and showing you the benefits and values of our exceptional service and coordinated planning approach.

 

 “Clients deserve the best service possible, and we take real pride in providing it to them. We put ourselves in their position. I take great professional pride in ensuring they understand fully how their accounts are managed, and why.”

Rick Spence
Executive Financial Consultant

 “Clients feel well informed and comfortable after a conversation with any team member. That builds their trust. As a professional, it’s very motivating to me to be both trusted and relied upon by people I respect.”

Deborah Corcoran
Executive Assistant

 

Leadership

Client Services

Corporate Experts

We have access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. They are supported by a team of over 20 CPAs, lawyers and other specialists coast to coast. The Advanced Financial Planning team is lead by the following individuals:

Specialists

The Spence team also has access to the IG Private Wealth corporate financial planning specialists. These seasoned specialists can be called upon to provide additional insight and strategies for all your Insurance, Securities and Mortgage needs. They complement our planning team to ensure we have investigated and implemented the very best plan for you.