PARTNERING TOGETHER FOR YOUR FINANCIAL FUTURE
When it comes to your financial wellbeing, it’s our calling to help you find security and peace of mind. We’ve made it a point to nurture a team of dedicated and knowledgeable experts who work relentlessly to serve your best interests. Our clients and team members become our close friends as we work together to improve all areas of our clients’ lives—both financially and emotionally.
Here’s why you can trust us to lead you well in every stage of life:
*99% client retention rate defined by Ludacka Wealth Partners client policyowner data as of December 2024
Our Team
David J Spiess AWMA®
Private Wealth Advisor
OUR EXPERTISE
Our team offers 123 years of combined experience, and we’re committed to constant growth so we can serve you with the superior knowledge and insight you deserve. Some of our advanced designations include:
As a CFP®, we’re obligated (and privileged) to serve our clients’ best interests in everything we do. Professionals with this designation must uphold the CFP Board’s standard of the “Four E’s”: education, examination, experience, and ethics.