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Spelts Wealth Management, Inc. - Chico, CA

 
No One Strategy Our About Us Tailored

Dedicated

One of our primary goals is to develop a long-term, trusting relationship with you.

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Independent

One of the things that makes us more effective as financial advisors is our independence.

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Practical

Let us simplify your life. Real-world insights and understanding that can help you better define your financial objectives.

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Understanding Today's Financial Environment

Welcome, I’m Mark Spelts, a financial advisor in Chico, California. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, my personalized service focuses on your needs, wants, and financial goals and objectives.

As a professional I have years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life. I service greater Butte, Glenn, Tehama and Colusa counties.

901 Bruce Road, Suite 160 • Chico, CA 95928

Phone (530) 891-0717 • mark@speltswm.com

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Money that Buys Good Health is Never Ill Spent

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What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Creative Ways to Motivate Your Employees

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Caring for Aging Parents

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Roth 401(k) vs. Traditional 401(k)

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Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Pundits say a lot of things about the markets. Let's see if you can keep up.

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Ready for Retirement?

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Understanding the cycle of investing may help you avoid easy pitfalls.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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