Get in touch

sean@speltswm.com

Our Firm

ABOUT US

Comprehensive financial planning and investment management services

Spelts Wealth Management, Inc., based in Chico, California, is dedicated to providing personalized investment advisory services to both individuals and institutional investors. Our mission is to empower clients to navigate the financial landscape with confidence, ensuring their unique goals and aspirations are met with tailored strategies.

Our mission

Our team brings a wealth of experience and dedication to each client relationship

Our approach is simple yet profound – we listen before we advise. Understanding your individual needs and aspirations helps us craft tailored strategies that not only meet but exceed your financial expectations. Whether you are an established professional, a thriving entrepreneur, or approaching retirement, our team is equipped to illuminate your path to financial clarity and security.

A man in a suit and tie is standing in front of a plant.

Mark Spelts

Founder and CEO

About Mark

A woman wearing a black jacket and a necklace smiles for the camera

Sean Morgan

Strategic Investment Advisor

About Sean

Vickie Spelts

Vice President Operations

About Vickie

Kaley Hutcheson

Vice President Client Relations

About Kaley

01 Simplify

We demystify the complexities of financial planning, providing clear and straightforward guidance to help you make informed decisions.

02 Remove Emotion

By focusing on data-driven strategies, we help you navigate market fluctuations without the influence of emotional decision-making.

03 Protect

Safeguarding your assets is paramount. We implement robust strategies to protect your wealth against unforeseen events and market volatility.

04 Grow

Through diligent analysis and strategic planning, we aim to grow your assets, ensuring your financial goals are achieved over time.

901 Bruce Road 160

Chico, CA 95928

Contact Info

Office:
+1 (530) 891-0717

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