Our Firm
ABOUT US
Comprehensive financial planning and investment management services
Spelts Wealth Management, Inc., based in Chico, California, is dedicated to providing personalized investment advisory services to both individuals and institutional investors. Our mission is to empower clients to navigate the financial landscape with confidence, ensuring their unique goals and aspirations are met with tailored strategies.
Our mission
Our team brings a wealth of experience and dedication to each client relationship
Our approach is simple yet profound – we listen before we advise. Understanding your individual needs and aspirations helps us craft tailored strategies that not only meet but exceed your financial expectations. Whether you are an established professional, a thriving entrepreneur, or approaching retirement, our team is equipped to illuminate your path to financial clarity and security.
At the heart of Spelts Wealth Management is the enduring legacy of Mark and Vickie Spelts, whose shared commitment to integrity, independence, and personalized service shaped the foundation of the firm. Mark, a Nebraska native and U.S. Army First Lieutenant, brought leadership and vision to every endeavor—from his early career in banking and the family lumber business to establishing financial offices for Edward Jones and Merrill Lynch in California. In 2002, he founded Spelts Wealth Management to provide truly independent, client-first financial guidance. Known for his principled approach and genuine care for others, Mark was not only a trusted advisor but also a pilot, golfer, and devoted family man.

Vickie, who served as Vice President of Operations from the start, was instrumental in fostering a client-focused culture where everyone felt valued. With nearly three decades in financial services, her attention to detail, warmth, and leadership played a vital role in building the firm’s reputation for trust and excellence. Together, Mark and Vickie created a company and community grounded in family, service, and heart. Today, their values remain the guiding force behind everything we do at Spelts Wealth Management.
01 Simplify
We demystify the complexities of financial planning, providing clear and straightforward guidance to help you make informed decisions.
02 Remove Emotion
By focusing on data-driven strategies, we help you navigate market fluctuations without the influence of emotional decision-making.
03 Protect
Safeguarding your assets is paramount. We implement robust strategies to protect your wealth against unforeseen events and market volatility.
04 Grow
Through diligent analysis and strategic planning, we aim to grow your assets, ensuring your financial goals are achieved over time.
