Spire Wealth Management, LLC

Overview

Spire Wealth Management, LLC is a private investment firm headquartered in McLean, Virginia. The firm specializes in providing personalized financial advisory services, including financial planning, portfolio management for individuals and small businesses, and selection of other advisors. With a team of experienced professionals, Spire Wealth Management aims to help clients achieve their financial goals through tailored investment strategies and comprehensive wealth management solutions. The firm's services are designed to cater to a diverse clientele, including individuals, high-net-worth individuals, charitable organizations, and corporations. Spire Wealth Management is committed to delivering high-quality advice and building long-term relationships with clients, ensuring that their financial planning remains appropriate now and in the future. The firm operates with a focus on integrity and transparency, striving to provide clients with peace of mind regarding their financial security and growth. Spire Wealth Management is registered to serve clients in Virginia and plans to expand further to help clients across the country and the continent reach their financial goals.

Investment Focus

• Minimum account balance of $50,000 for tax-loss harvesting feature