Spencers Financial Services

Strategies for Wealth is a financial services firm that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Strategies for Wealth has a team of experienced financial advisors who can help you with a variety of financial needs, including: retirement planning, estate planning, college savings, and investment management. Strategies for Wealth is a Guardian agency, which means that we are part of a Fortune 250 global financial services company that is committed to providing our clients with the highest quality of service. Guardian has over 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.

Breakaway Wealth Management is a next-gen wealth advisory team that values simplicity and transparency. We offer straightforward, actionable advice designed to empower, not overwhelm. To make your money work for you, we organize your finances, customize your investments, and help you build smart financial habits. We believe that everyone deserves access to quality financial advice. That's why we offer a personalized approach that's tailored to your individual needs and goals. We'll work with you to understand your financial situation and develop a plan that will help you reach your financial goals. We're here to help you make the most of your money so that you can live the life you want.