Keeping an eye on your future.
Spyglass Investment Management provides customized investment management services on a fee-only basis.
Let our professionals create an investment plan based on your personal needs, goals and objectives and they'll implement your plan in a diversified, tax-efficient portfolio. Our process includes in-depth financial planning, risk tolerance evaluation and individualized portfolio structure.
Our Services
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Retirement Income
College Funding/529s
Roth Conversions
Employee Benefits Analyses
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Roth IRA
Traditional IRA
Taxable/Brokerage Account
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Simple IRA
IRA
401(k)
Cash Balance Plan
Specializes in helping their clients with
Rollover IRAs
Taxable Investment Accounts
College Savings Plans
Trust Investment Management
Start Today
Schedule a no-stress, no-obligation call and take your first step toward a stronger, simpler financial future.