Our Process

Our Client Service Philosophy

We pride ourselves on a hands-on, service-oriented business philosophy and our demonstrated commitment to quality, reliability and responsiveness to our clients' needs. You can expect your SPA Financial Advisor to advise you with independence, integrity and objectivity. Through every aspect of our relationship you should expect:

  • Open, candid communications with an advisor who is knowledgeable about your concerns
  • Quick access to your SPA Financial Advisor and the SPA service team
  • Regular meetings designed to ensure that we monitor your wealth planning strategies and financial goals


Personal Attention

When you select SPA as your partner in managing your wealth, you can rely on your SPA Financial Advisor to be your single point of contact for complete wealth management services. Having a dedicated SPA Financial Advisor should eliminate the need for you to manage multiple advisors. This ready access to the skills and resources of the SPA team, as well as our personal attention to your needs, should save you time and frustration. In addition to periodic face-to-face meetings, your SPA Financial Advisor will be available to you by telephone or e-mail when you need his or her guidance.