Spearhead

Spearhead is a boutique financial services firm that has been providing customized solutions for ultra high net worth investors, family offices, and asset management firms since its establishment in 2011. The company focuses on delivering long-term value to clients on an after income tax and estate tax basis by combining balance sheet risk management techniques with investment management strategies. Spearhead's operations are based in the United States. The company strives to cater to the unique financial needs of its exclusive client base, offering tailored financial solutions. It specializes in managing the financial affairs of ultra high net worth individuals, family offices, and asset management firms, distinguishing itself as a specialist in the financial services industry. Spearhead's commitment to providing bespoke financial services aligns with the needs of its clientele, illustrating its dedication to addressing the complexities and intricacies of managing substantial wealth. Spearhead aims to add significant value to its clients' financial positions through its differentiated approach. The company sets itself apart by offering an array of services that go above and beyond traditional investment management. By combining balance sheet risk management techniques with investment strategies, Spearhead ensures that its clients receive comprehensive and sustainable solutions that address their long-term financial goals. Through its subsidiary, Spearhead Capital, LLC, the company offers a range of securities and is a member of FINRA/SIPC. This affiliation signifies an added layer of credibility and security for clients, providing assurance and peace of mind in their investment endeavors.