Our Firm

At Spak Financial Services, our main priority is to help our clients design and realize their lasting legacy. To do this, we form family-like relationships with our clients that go beyond any amount of wealth. This business, to us, is about helping our clients to envision, create, and achieve the future that they desireĀ for themselves, their family and their business.

We work with clients in our home state of Florida as well as North Carolina, and many other states. We specialize in business succession planning and generation-to-generation wealth transfer through business, estate, and financial planning, as well as tax minimization and asset protection strategies for affluent families and business owners.

Find out more about our unique approach and solutions. Contact Us today.