Wealth Management
Financial Advisor, Accountant & Tax Professional
Contact: David Spellman
President of Spellman Capital Strategies since 2016, with a mission to help individuals, families, and business owners safeguard their assets and build enduring wealth through holistic financial planning with an emphasis on tax planning
Best for
Small business owners, medical practice owners, and healthcare professionals seeking holistic financial planning and tax guidance
Primary outcomes
Financial clarity, reduced tax burden, protected assets, and a clear roadmap to long-term financial well-being
Timeline & Engagement
Initial financial assessment followed by an ongoing advisory relationship tailored to your goals
What they help with
David Spellman has carved a notable career in holistic financial planning with an emphasis on tax planning. As president of Spellman Capital Strategies, he assists individuals, families, and business owners in safeguarding their assets and building enduring wealth. His role as a director at Money Concepts further deepens his contribution to the field.
- Investment planning & portfolio management
- Tax planning & strategies
- Life, health & variable insurance
- Retirement planning & rollovers
- Asset protection strategies
- Business owner financial services
- Financial education webinars
Services and Scope
Investment Planning
Securities-licensed investment advice tailored to financial goals and risk tolerance.
Tax Planning & Strategies
Partnerships with CPAs and Tax Professionals who specialize in tax strategies and business development, with many solutions flowing through his office.
Insurance
Life, health, variable life, and variable annuities to protect income and long-term security.
Retirement Rollovers
Guidance on rolling over retirement accounts and building long-term wealth.
Asset Protection
Strategies for individuals, families, and business owners to protect what they've built.
Financial Education
Ongoing webinars to help clients understand and apply sound financial principles
Background & Credentials
David grew up on a farm in Southern Minnesota in the Scenic Minnesota River Valley, where athletics were his focus through high school and college. He has been happily married for 27 years and is the proud father of a 26-year-old son. Moneyconcepts
A career move into financial services marked by a pivotal transition from his earlier career as a carpenter in Minnesota, David obtained key FINRA certifications and built his own practice. 24-7 Press Release He earned an associate’s degree in general studies from Saint Cloud State University in 1995. 24-7 Press Release
David has also made meaningful community contributions as the executive director of the Agape Riding Center, a nonprofit focused on equine-assisted therapy, providing support to individuals seeking therapeutic experiences with horses
Professional Credentials
- President, Spellman Capital Strategies (Since 2016)
- Director, Money Concepts Capital Corp (Since 2017)
- FINRA Series 7, 63, 65 & 6 Licenses
- Life, Health, Variable Life & Variable Annuities — Licensed in Texas
- Recognized with the Professional Club Award and the Because You Care Silver Medal
- Selected for inclusion in Marquis Who's Who for expertise in finance and investment services
How to get started
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