Wealth Management

The professionals at Robinson, Tigue, Sponcil & Associates, LLC possess a comprehensive range of abilities and experience that gives us a unique ability to offer solutions to clients with wide-ranging financial circumstances, goals and objectives.

Our diverse team includes a Certified Financial PlannerTM, Chartered Financial Analyst and two Masters of Business Administration. Beyond these credentials, our professionals have more than 150 collective years helping clients meet their financial needs. This experience allows us to serve clients with a wide range of circumstances. We provide solutions to individuals who are already financially secure but desire help managing their assets to meet short and long-term goals. These portfolios can include agency accounts, trusts, family limited partnerships and IRA’s.We are also experienced with managing large institutional portfolios including pension plans, foundations, and corporate cash management accounts.

Our unique combination of abilities allows us to determine the needs of each individual client and provide investment offeringsmost suited to their situation. These offerings can include:

• Development of a detailed financial plan
• Building a diversified portfolio of pooled investment vehicles that target clients' goals
• Creation and management of a structured portfolio to generate income to meet the client’s current and expected financial needs
• Creation and management of a diversified portfolio of stock and bond investments uniquely suited to the objectives of each client

We work with each client to determine which combination of these offerings is appropriate in an effort to assist the client in obtaining their long-term goals.

In addition, we understand that in order to fully comprehend the legal and tax constraints of each individual client, we may need to work closely with their CPA and attorney, both initially and on an ongoing basis.

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