Spaugh Dameron Tenny LLC
Typically responds within 24 hours
Spaugh Dameron Tenny LLC
At SDT, we specialize in helping seasoned executives, entrepreneurs and business owners navigate the complexities of equity compensation, tax planning, and long-term wealth planning. With over 100 years of combined experience, our team provides a white-glove experience to help clients maximize their wealth while minimizing their lifetime tax liabilities.
We understand the unique opportunities wealth can create. Our tailored financial planning service ensures your wealth is aligned with your goals.
Our Expertise Includes:
✅ Financial Planning
✅ Wealth Management
✅ Tax & Estate Planning
✅ Retirement & Cash Flow Planning
With a client-first approach, we provide proactive advice to help our clients make informed financial decisions so they feel in control of their money.
We understand the unique opportunities wealth can create. Our tailored financial planning service ensures your wealth is aligned with your goals.
Our Expertise Includes:
✅ Financial Planning
✅ Wealth Management
✅ Tax & Estate Planning
✅ Retirement & Cash Flow Planning
With a client-first approach, we provide proactive advice to help our clients make informed financial decisions so they feel in control of their money.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Services Offered
Client Specialties
Service Pricing
Percentage of Assets (AUM)
0.1% to 1%
Flat Fee/Retainer
$3,000 to $50,000
Meeting Options
In person meetings
Video meetings
Phone
Email
Client Portal/Online Platform
Clients who would be a good fit
Our ideal clients are those who value financial planning but don’t have the time nor interest to do it themselves, desire centralized advice, and have a minimum of $1,000,000 of AUM or $10,000 of discretionary monthly cash flow.
Clients who wouldNOTbe a good fit
Individuals who have an appetite to manage and oversee their own investment portfolio.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
You may be interested in:
Works with clients around the world
Requirements:
$3,000,000 Minimum Investment
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
Portfolio Rebalancing
Portfolio Management
Asset Allocation
Risk Management
Alternative Investments
401(k) & IRA Management
Pension Planning
Social Security Planning
Estate Planning
Trust Services
Charitable Giving
Philanthropic Planning
Family Wealth Transfer
Financial Planning
Cash Flow Planning
Debt Management
Education Planning
Insurance Planning
Life Transition Planning
Tax Strategy
Business Succession Planning
Exit Planning
Executive Compensation
Stock Option Planning
Specialities
0.00%-1.00%of AUM fee
Works with clients across the US
Requirements:
No Minimum
Balance Wealth isn’t just about managing finances; it’s about architecting equilibrium in your life. With our human-centered approach to financial planning, we aim to guide you towards this equilibrium. We’ll join you on your journey where balance, wealth, and a fulfilling life converge. We want to serve good, caring people who want to make a difference in this world and the lives of others – and we value that above the numbers on a page or dollars in an account.
401(k) & IRA Management
Alternative Investments
Cash Flow Planning
Debt Management
ESG/Impact Investing
Estate Planning
Executive Compensation
Financial Advice & Coaching
Financial Planning
Insurance/Risk Management
Life Transition Planning
Pension Planning
Portfolio Management
Social Security Planning
Wealth Management
Asset Allocation
Business Succession Planning
Charitable Giving
College/Education Planning
Education Planning
Exit Planning
Family Wealth Transfer
Insurance Planning
Investment Management
Liquidity & Exit Planning
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Risk Management
Stock Option Planning
Tax Strategy
Trust Services
Real Estate Advisory
Specialities
$2,500-$10,000One-Time Planning Fee
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
