(949) 271-6333 [email protected]

Who We Help

Executives

You have limited time as an executive. Between professional and personal obligations, you lack the time and perhaps the desire to manage your complicated financial picture. You want an advisor who will help you feel assured you that you are on track for your goals.

We can help answer questions such as:

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How do I use my compensation and benefits toward my goals?

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Can I afford to retire early?

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What is our lifestyle going to look like in retirement?

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What can we do to reduce our tax burden?

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How do I pass on a legacy without it being eroded by taxes?

Sprive Capital Management is a Registered Investment Advisor that helps a select group of executives achieve even greater success by growing and protecting the wealth they have created. Serving as your fiduciary partner, we help simplify the complexities of wealth and free you to focus on the rest of your life.

We can help you:

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Manage your executive compensation and benefits

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Plan for the life chapter that comes after career

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Manage your cash flow and reduce your long-term tax outlook

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Assess your insurance and risk management needs

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Create an estate plan that helps minimize the taxes your heirs will pay

Get Started

Protect your wealth and delegate complex tasks

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