Guiding Principles

Transparency, Technology, and Total Wealth

Guiding Principles

Transparency, Technology and Total Wealth

What we do for our family of clients…

Investment Management

We specialize in creating effective investment management strategies to help you reach your objectives.

Fee Only Billing

We are transparent about our compensation structure and use fee only billing based on a percentage of the assets under management. Learn more here.

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We are process oriented.

At Spotlight, we follow a process-oriented approach in order to ensure we cover all the important areas in your financial life.

Financial Planning Specialty

We have extensive expertise and experience in each of the major financial planning areas.

Family Office Services

For high net worth clients, we bring key professionals together to help manage risk, accomplish your objectives, and simplify your life.

Insurance & Protection Planning

We work to ensure you’re covered against unforeseen events that could derail your financial strategy.