Alspaugh Wealth Management

Alspaugh Wealth Management serves individual clients — including high‑net‑worth households — and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA 3(21) plan services, and client‑directed account support. The firm also uses co‑advisor and sub‑advisor arrangements to deliver model portfolios and ongoing performance reporting.

The firm’s investment process blends fundamental, technical, charting and cyclical analysis and employs both long‑ and short‑term trading as appropriate, with discretionary authority to implement portfolios consistent with each client’s Investment Policy Statement. For qualified plans, the firm documents IPSs, monitors investment options, and provides participant education and group enrollment meetings as part of its service offering.

Noteworthy differences from many peers include a material insurance affiliation: the firm’s principal is a licensed insurance agent with an affiliated insurance entity, the firm offers insurance products (including annuities), and that activity represents a substantial portion of the principal’s time and is disclosed as a potential conflict. The firm also participates in co‑advisor fee‑sharing and incentive arrangements (including an annual participation program with a third‑party portfolio manager) and provides periodic client communications and technology‑based reporting that the brochure highlights as part of its client service model.