Spiegelman Wealth Management, Inc.

Spiegelman Wealth Management provides personalized investment management and financial planning to individuals, trusts, foundations, retirement plans and corporations. The firm offers both integrated financial plans included with advisory services and standalone planning when requested.

SWM generally manages client portfolios on a discretionary basis and constructs allocations using a mix of mutual funds, ETFs, individual stocks and bonds, with investment decisions informed by fundamental analysis and periodic account reviews. The firm will also manage accounts on a non‑discretionary basis when clients prefer pre‑approval of trades.

The firm’s regulatory assets under management are approximately $443 million while operating with a two‑advisor team, a staffing-to-AUM profile that is uncommon among similarly sized supported firms. SWM is also a sponsor and manager of a wrap fee program (managing wrap accounts the same as non‑wrap accounts) and does not impose a stated account minimum to engage its services.