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

John M. West, III CFP®

MBA,

Advisor / COO / CCO

Spraker West Wealth Management, Inc.

334 West Morse Blvd.
Winter Park, FL 32789
FINANCIAL ADVISOR'S WEBSITE
(407) 478-7899 CONNECT WITH John
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General

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

Financial Advisor Overview

Spraker West Wealth Management is an independent, fee-only, Registered Investment Advisory (RIA) firm with over $250 million in assets under management (AUM) for approximately 130 families across 23 states. As fiduciaries, we provide holistic financial planning and comprehensive wealth management for individuals, families, foundations, and trusts. Our Team, which includes both CFA® and CFP® professionals, has 50 years of combined industry experience.

We have no products to sell, no quotas to fulfill, no prizes to win, and NO COMMISSIONS to generate from our recommendations. We do not own nor are we affiliated with any company or subsidiary of a company that generates commissions. We are motivated solely to help fulfill our clients’ personal financial goals, and to address their planning concerns and investment fears with timely, personalized communication from our Team of professionals.

From the front desk to the back office, we have created a positive and relaxing environment to reflect our service commitment to each and every client. With very clear and professional, but compassionate, discussion and advice, each and every Team member demonstrates dedication to our clients’ financial success, however they may define success.

We are passionately committed to helping our clients achieve their life goals, partnering with them for a life of wealth. We have found that our clients’ goals are rarely about having a certain amount of money. The goals instead are centered around quality of life, such as, spending more time with family and friends, helping kids through college, pursuing a hobby, traveling, philanthropy, or retiring by a certain age. To this end, we provide thoughtful and sincere personal financial counseling together with customized portfolio solutions.

Core Values

  • Uncompromising honesty, integrity, and objectivity
  • Consistent stewardship of client assets using a fiduciary standard of care
  • Dedicated, meticulous, and personal client communication
  • Conscientious community service

Typical Wealth Management Client

  • Has between $1M and $2M of readily investible assets, however, we accept portfolios starting at $400,000 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 Senior Advisor of the firm, John’s primary focus is to partner with clients through hands-on financial planning, risk profile assessment, and portfolio management. As a member of the Investment Committee, he helps design and implement financial planning and portfolio investment strategies that meet each client’s individual needs. With six years of experience as a Financial Analyst and Portfolio Manager for a hedge fund before joining the firm, and 30 years of personal investing experience, 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 advises clients through personal and virtual office consultations as well as ongoing emails and telephone conversations.

His planning and investment advice have been featured in many publications throughout the years, including The Wall Street Journal, Financial Planning magazine, Investment News, Financial Advisor magazine, Central Florida News13, and the Orlando Sentinel. He was recently honored by the Orlando Business Journal as a “40 Under 40 Professional” to watch in Central Florida.

John believes in giving back to the community. He served on the board of the local direct-service organization, United Against Poverty Orlando. John also has enjoyed helping to build homes as a volunteer for Habitat for Humanity of Winter Park-Maitland. John earned a Finance degree from Stetson University in DeLand, FL with a minor in Business Law and Information Systems. He received his MBA from the University of Florida. In 2012, he earned the CERTIFIED FINANCIAL PLANNER™ professional designation. He is the Past-President of the Financial Planning Association of Central Florida (FPA of CFL) and a member of 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 regattas across the state. Years later during weekends and summers, he taught children and adults, including persons with disabilities, how to sail. Other hobbies include golf, running, and spending time with his wife, Betsey, and daughter, Whitney.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

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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Helpful Financial Planning Resources