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.
Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »
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.
Learn more about the York Spence Wealth Group.
The U.S. equity market has taken investors on a bumpy roller coaster ride, leaving some of us queasy. We discuss what drove the rally, lingering risks, and the market’s potential from here.
Life is unpredictable, so we help you plan for the challenges that come your way. Like in the game of golf, seeing challenges as opportunities and remaining calm under pressure help drive success.
Contact us to help you see things differently and tee up your financial goals.
