For over 20 years, The York Spence Wealth Group has delivered highly personalized wealth management services to a niche group of military defense and hi-tech clients who share many similarities. They are hardworking, down to earth and civic minded. They are also deeply committed to their families, friends and careers. They have worked most of their lives to accumulate wealth for retirement and are very careful on how they invest and spend their money. They insist on honest business relationships and professional advice.
Working with sophisticated wealth planning tools, methodologies and a suite of vetted investment options, we help our clients make more informed decisions about their money and estate. Keeping our clients firmly rooted and secure in life is our top priority.
Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »
Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.
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Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.
