Spotlight Asset Group

Offering total wealth management services that leverage technology to deliver real transparency.


We want to partner with our clients to ensure a happy and successful relationship, and the only way for that partnership to be effective is to make sure we are on the same page regarding the fees we charge, our investment performance, and any conflicts that may come up.  See our Customer Relationship Summary for more information.


We feel that it is essential to provide best-in-class technology to our clients and our wealth managers to ensure that we are delivering a world-class client experience.

Total Wealth

We built Spotlight so that we could provide our clients with total wealth management, an approach that aims to manage all the aspects of our clients’ financial lives so our clients can spend their time doing what they love. 

Learn more on how Spotlight can be a fit for you.

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