Bill Spalding is an independent financial advisor with over 30 years of industry experience. As an investment steward, Bill safeguards his clients’ assets with a sense of calmness and discipline. Creating an honest, objective investment approach is paramount. Bill believes in personal interactions and provides tailored solutions designed to fit each client’s unique needs. Our team is focused on providing well-crafted portfolios combined with superior customer service. Each tailored solution is designed for our client base of individuals, families, women investors, retirees, and entrepreneurs of all ages. We believe that the client comes first in all aspects of the relationship. We are a p