John M. West, III CFP<sup>&reg;</sup> - Financial Advisor

John M. West, III CFP®

MBA,

Advisor / COO / CCO

Spraker Wealth Management

543 North Wymore Rd, Ste 104
Maitland, FL 32751
FINANCIAL ADVISOR'S WEBSITE
(407) 478-7899

General

John West is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Spraker Wealth Management in Maitland, FL and the surrounding communities.

Financial Advisor Overview

Spraker Wealth Management is an independent, fee-only Registered Investment Advisory (RIA) firm with over $140 Million in assets under management (AUM) for approximately 80 families. We specialize in providing individuals and families with superior, holistic financial planning and comprehensive wealth management services. Our combined expertise is derived from over 50 years of study and experience in business management, retirement planning, wealth management, investment research, and client services. As a team of highly educated, independent fiduciary professionals, we have no products to sell, no brokerage sales quotas to fulfill, no prizes to win, and no commissions to generate from our recommendations. We are motivated solely to fulfill our clients’ personal financial goals and interests, and to address their concerns and fears with timely and personalized communication.


Our vision is to provide individuals and families with superior wealth management services. The hallmark of our firm is providing consistent portfolio returns with a focus on downside protection while offering a unique personal and consultative style of ongoing communication with each and every client.


Core Values
  • Honesty, integrity, confidentiality, objectivity, forthrightness
  • Professionalism, dependability, lifelong learning, stewardship
  • Dedicated, CLIENT-centered service
  • Relationship-building with clients and the community
  • Frequent communication, guidance and counsel

Typical Wealth Management Client
  • Has between $1M and $2M of readily investible assets, however, we accept portfolios of $600,000 or less for a minimum fee

  • Seeks and appreciates a long-term, mutually respectful advisory relationship

  • Desires a consistent level of regular and timely personal communication with a team of experts

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Financial Advisor Experience

As an Advisor of the firm, John’s primary focus is to partner with clients through hands on financial planning, risk profile assessment, and portfolio management. With the Investment Committee, he helps design and implement financial planning and portfolio investment strategies that meet each client’s individual needs. With 8 years experience as a Financial Analyst and Portfolio Manager for a hedge fund before joining the firm, and almost 20 years of personal investing, John is a specialist in securities analysis, tax planning and retirement cash flow needs. His desire to work directly with clients on a personal level led him to join Spraker Wealth Management in June 2009. He regularly interfaces with clients through office consultations as well as emails and telephone conversations.


As Chief Operating Officer of the firm, John coordinates and supervises the daily client work among the staff and assists Susan with Corporate Accounting and Strategic Planning. As Chief Compliance Officer, John is responsible for the firm meeting all compliance requirements of the SEC.

John earned a Finance degree from Stetson University in DeLand, FL. He minored in Business Law and Information Systems. He received his MBA from the University of Florida and in September 2012 completed all the requirements for CFP® certification. He is also a member of the Financial Planning Association (FPA) and The National Association of Personal Financial Advisors (NAPFA) for fee-only advisors.

John is a true Floridian, growing up “on the water” in Southwest Florida. At age 10, he learned to sail and competed in races all over the state. Years later during weekends and summers, he taught children and adults, including the handicapped, how to sail. Other hobbies include tennis, golf, running, and building homes with Habitat for Humanity. John is on the Board of Directors of our local Orlando service organization, Community Food & Outreach Center, and serves on the Executive Committee.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving, Buying a Home, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Real Estate, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

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