Your Trusted Wealth Manager Partners Since 1965
We are The Spivak Financial Group, where our core values are the secret sauce to our success and longevity.
Our family legacy firm, established in 1965, has been dedicated to serving clients with a boutique, personalized approach to wealth management.
The Peak Performance Wealth Plan™ is a Signature Program that ensures our clients will get comprehensive management in most aspects of their financial journey.
Our 4 core values are more than just principles
1. Integrity - doing what we say we'll do
At Spivak Financial Group, integrity isn't just a word; it's a way of life. We believe in doing what we say we’re going to do. You can count on us to follow through on our promises, providing you with reliable and honest advice every step of the way. Your trust is our most valuable asset, and we work hard to earn and keep it.
2. Never stop learning - adapting to the ever-changing market
The financial world never stands still, and neither do we. Our commitment to learning every day ensures we're always up to date with market changes, new rules, and innovative strategies. By continuously expanding our knowledge, we're able to offer you the best possible advice and keep your financial plan ahead of the curve. With SFG, you get a team that's always striving to be better and more informed.
3. Today, we'll do better than yesterday - commitment to growth
We believe in constant improvement. We take a thoughtful, ongoing approach, monitoring market shifts and client milestones regularly to ensure your financial strategy stays aligned with your goals. By applying this knowledge, we ensure that today, we'll do better than yesterday. We're always looking for opportunities to improve your financial situation and help you achieve your goals.
4. Hold our clients' hands - support through volatility
Life and markets can be unpredictable, but you don't have to face them alone. At Spivak Financial Group, we’re committed to holding your hand through the ups and downs. When things get volatile, we’ll be there for you, offering steadfast support and guidance. Even when life and markets are unpredictable, you don't have to face the climb alone. When the path gets steep, we'll be right there, offering steady guidance and support to help you stay on track and reach your financial summit.
Experience boutique financial services with a personal touch
Join us and experience a wealth management approach built on integrity, continuous learning, constant improvement, and unwavering support.
Let’s make your financial dreams a reality.
We are a boutique wealth management firm focused on helping affluent individuals to incorporate tax planning strategies while they accumulate, distribute, and transfer their wealth.
About
Services
Stuart J. Spivak, Mark T. Woodfield, Michael Hollar, Branden Barrom, and Michael Mullen are licensed to sell insurance. Securities and advisory services are offered through Centaurus Financial, Inc., Member FINRA and SIPC, a Registered Investment Advisor. Supervisory Branch: 2300 East Katella Avenue, Suite 200, Anaheim, CA 92806 Phone: (714) 456-1790. The Spivak Financial Group and Centaurus Financial, Inc. are not affiliated. Neither The Spivak Financial Group or Centaurus Financial, Inc. offer tax or legal advice. This message is intended for residents of the United States of America in certain States only. Please check with us to ensure we are registered in your state. We are proud to be a Broker’s Check registered financial advisor firm. FINRA’s BrokerCheck. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Spivak Financial Group to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. We do not sell or share your personal information.
