Overview

Spotlight Asset Group's mission is to be clients exclusive advisor providing objective and sound advice for all aspects of their wealth. As a firm, we help advisors focus on what they actually love in the wealth management space: Building deeper relationships with their clients by helping them delegate operations, investment management and legal/compliance.
Spotlight advisors have access to a full suite of services which include: Invest Management, Tax Preparation & Planning, Estate Plan creation and a financial planning team. Our ideal partner is technology-focused, who wants to grow with Spotlight from the ground floor.

Last Activity
6 months or more

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