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MEMBER PROFILE

 

David Spellman

Spellman Capital Strategies

 

Member profile details

Membership level
San Antonio Individual
First name
David
Last name
Spellman
Title
Director
Company
Spellman Capital Strategies
XPX Chapter Email Lists
  • Austin News & Events
  • San Antonio News & Events
 

CONTACT INFORMATION

City
San Antonio
State
Texas
 

PROFILE INFORMATION

Call me when
Clients are facing upcoming or past capital gain taxes. We provide unique tax mitigation strategies.
Why I/we support XPX
WIth the massive transfer of businesses currently and upcoming, XPX is critical for education and conncetions/partnerships.
Profession
  • Wealth Manager
Functional Expertise
  • Capital markets
  • Charitable giving
  • Exit/Transition Planning
  • Fiduciary
  • Investments
  • Real estate
  • Retirement
  • Strategic planning
  • Tax
Client Industry(ies)
  • Manufacturing
  • Real Estate/Construction
  • Wholesale/Distribution
Professional Certification(s)
NA
Transition Planning Certification or Methodology
NA
In Business Since
2016
Business Focus
We help save capital gains taxes by use of unique financial strategies.
Client Results
Keep more of what you earned. Uncle Client or Uncle Sam.
Advisor Resource Relationships
  • BizEquity
  • EOS
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