A hallmark of Spencer's practice is his ability to learn about each of his client's financial circumstances on a fundamental level.
Meet Spencer
As a Wealth Strategist, Spencer works alongside his clients to discover their goals and values to formulate a plan for their successful future. His clients value him for his dependable, conscientious approach and willingness to understand them on a personal level.
Fun Facts about Spencer:
- 2018 Sagium Office Olympics Pickle Ball champion
- Coaches his kids' baseball and hockey teams
- Enjoys meditation and yoga
- Grew up playing Crib
“Connecting wealth and happiness is why I am passionate about providing strategic financial counsel to my clients. The process of problem-solving with my clients in such a personal way is very fulfilling work.”
Spencer Mellace
Spencer's Specialties
Estate Planning
Learn MoreSuccession Planning
Learn MoreWealth Transfer Planning
Learn MoreLife Insurance
Learn MoreBusiness Planning
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