Kelly Trocki

Administrative/Client Services Assistant at Spraker Wealth Management

Kelly Trocki's Professional Contact Details

Email (Verified)

****@sprakerwealth.com

Get Email Address

(407) 478-7899

Location

Orlando, Florida, US

Company

Spraker Wealth Management

Person Seniority

entry

Kelly Trocki's Current Company Details

Spraker Wealth Management

Maitland, Florida, US • 5 Employees

finance

Spraker Wealth Management is an independent, fee-only Registered Investment Advisory (RIA) firm with over $150 Million in assets under management (AUM) for approximately 100 families. We specialize in providing individuals and families with superior, holistic financial planning and comprehensive wealth management services. Our combined expertise is derived from over 50 years of study and experience in business management, retirement planning, wealth management, investment research, and client services. As a team of highly educated, independent fiduciary professionals, we have no products to sell, no brokerage sales quotas to fulfill, no prizes to win, and no commissions to generate from our recommendations. We are motivated solely to fulfill our clients' personal financial goals and interests, and to address their concerns and fears with timely and personalized communication. As financial advisors who have earned the CERTIFIED FINANCIAL PLANNERâ„¢ designation, our vision is to provide individuals and families with superior wealth management services. The hallmark of our firm is providing consistent portfolio returns with a focus on downside protection while offering a unique personal and consultative style of ongoing communication with each and every client. From the front desk to the back office, we've created a positive, cheerful and relaxing environment that exudes our absolute service commitment to each and every client, including assisting those individuals and families on an hourly consultative basis who do not meet the minimum portfolio management requirements. Core Values: -- Honesty, integrity, confidentiality, objectivity, forthrightness -- Professionalism, dependability, lifelong learning, stewardship -- Dedicated, CLIENT-centered service -- Relationship-building with clients and the community -- Frequent communication, guidance and counsel

Founded Year

2008

Organization Website

sprakerwealth.com

Organization Languages

English

Current Technologies

apache

google analytics

wordpress org