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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

Helpful Content

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Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

 

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

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Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

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Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

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It's important to make sure your retirement strategy anticipates health-care expenses.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Saving for College

This calculator can help you estimate how much you should be saving for college.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Tax Management Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Using smart management to get more of what you want and free up assets to invest.

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There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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16 Wall Street Cliches in 60 Seconds

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

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Have you found yourself suddenly single? Here are 3 steps to take right now.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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