Helping you grow more than wealth

Our value

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.

Global Equity: Tight fittingGlobal Equity: Tight fitting

The presence of “tight money” points to a U.S. economic downturn drawing ever nearer, as are the challenges for equity investors. Read the full economic outlook in the latest edition of Global Insight Monthly. 

Take the next step

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.

Meet the team

Learn more about the York Spence Wealth Group.

Latest Insights

Businesswomen sitting at table reviewing documents

Interested in buying a business? Here's what you need to know

When you pursue it smartly, buying a business can be both profitable and enjoyable.

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