1 530 891 0717
sean@speltswm.com
how we work
Our focus is entirely on you.
Your trusted partner in simplifying your financial journey. At Spelts Wealth Management, we specialize in delivering personalized strategies that prioritize your financial well-being and peace of mind.
ABOUT us
We are a fiduciary
We hold ourselves to the highest standard, making decisions that are always in your best interest. Whether protecting existing wealth or pursuing strategic growth, we ensure every decision supports your broader financial picture.
Find out why we are the trusted partners for discerning clients who value quality over quantity.
our process
Get to know how we work.
01 Simplify
We believe in clarity over complexity. Our process cuts through the noise of the financial world to deliver straightforward, understandable solutions. Whether it’s streamlining your portfolio or crafting an easy-to-follow strategy, we focus on making wealth management stress-free.
02 Remove Emotion
Financial decisions are best made without unnecessary stress or fear. We bring objectivity and expertise to the table, ensuring that emotions don’t cloud your path to financial success. By taking a rational, disciplined approach, we help you stay on track and confident in your financial future.
03 Protect
Your wealth is a hard-earned asset, and safeguarding it is our top priority. As fiduciaries, we act solely in your best interest, implementing strategies to secure your portfolio against unnecessary risks while ensuring you remain on a stable financial foundation.
04 Grow
Building a brighter financial future is at the heart of what we do. Whether you’re looking to grow your wealth conservatively or pursue strategic opportunities, we tailor our approach to align with your goals, helping you maximize potential without compromising security.
Let’s Talk
We’re here to simplify your financial life. Contact us today to learn more about how we can help you achieve your goals with clarity and confidence.
901 Bruce Road 160
Chico, CA 95928
Contact Info
Check the background of your financial professional on FINRA's BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Levitate to provide information on a topic that may be of interest. Levitate is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA & SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Wealth Advisory Group and Cambridge are not affiliated.
This communication is strictly intended for individuals residing in the states of AZ, CA, CT, DC, FL, GA, IL, IA, NJ, NY, NC, OH, SC, & VI, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge does not offer tax or legal advice.
Cambridge's Form CRS (Customer Relationship Summary)
© 2025 All Rights Reserved | Privacy Policy