Your Financial Advisor in Tampa Bay

Take Control of Your Financial Future

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Our mission

We serve people who are too busy or ready to slow down.

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At SPE Capital, we offer more than standard wealth management—we deliver strategic financial leadership. Our approach combines deep industry expertise with personalized, high-touch service to guide every stage of your financial journey. As your financial advisors, we help you define long-term goals, identify opportunities, and implement a comprehensive strategy designed to turn your vision into measurable results.

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Our Process

01. Strategize

Our process begins with immersing ourselves in the full context of your financial landscape. We prioritize alignment early, ensuring strategic clarity from the start.

02. PRepare

We integrate your financial position, personal objectives, and long-term vision into a cohesive strategy, where every element is prepared to reflect your unique trajectory.

03. Execute

With this framework in place, we move decisively—prioritizing your goals and timeline. We take action grounded in both efficiency and purpose.

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Our Clients

Our team excels in simplifying the complexities of strategic wealth management. We focus on seamlessly integrating our solutions into a comprehensive financial plan that aligns with your goals. We bring order and efficiency to investment, tax, and long-term financial planning to build a strategy that moves with you.

Business Owners

As seasoned advisors to business owners, we understand your time is limited and your attention is valuable. Even with a stable financial foundation, untapped opportunities or inefficiencies may exist. SPE Capital brings order and precision to your financial world—so you can focus on what drives your business forward.

C-Suite Executives

Executive compensation packages can be layered and complex—from deferred income to equity plans and variable bonuses. At SPE Capital, we don’t just acknowledge these components—we integrate them into a cohesive financial strategy that reflects your full earning potential and long-term goals.

Approaching Retirement

Retirement is more than an end—it’s a new chapter that deserves careful preparation. We help you navigate the transition with a strategy tailored to your needs, to help ensure your benefits are optimized and your lifestyle goals remain within reach.

High Net Worth

Substantial wealth brings unique challenges—estate taxes, trust structures, and generational planning among them. We provide clarity and control by weaving these elements into a well-structured plan, helping you preserve, grow, and transfer wealth with confidence.

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Financial planning and investing with SPE Capital…

Whether you're planning for your family, your business, or both, SPE Capital offers flexible solutions to help you get started with confidence. Our experienced advisors work closely with you to design a personalized strategy aligned with your specific goals and circumstances.

Meet the Team

Our Strategic Services

Take Control of Your Financial Future

Take Control of Your Financial Future

New to SPE Capital?

Welcome to SPE Capital. We’re honored to begin this partnership and look forward to learning more about your goals. Start with a personalized introductory call—an opportunity to ask questions, share your priorities, and discover how our team can support your financial vision. Schedule a consultation to get started.

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