![]() Describing himself as a large break-away broker, David made news when he left one of the major wire-houses in February of 1997 and established Spire Investment Partners, LLC, in McLean, Virginia. “It just sounds like a different level to me,” says Mr. David Blisk, CEO of Spire Investment Partners, LLC, has made his mark on the leading edge of the financial services industry especially the independent financial advisor channel. These guys have taken it to another level by combining investment consulting with successful business people.” Gregg, a Richmond-based industry consultant. “It’s what Harold Evensky set a precursor to,” says Keith E. If First Union has something we want, we can probably use it.” “First Union is never going to be able to offer the ability to be at Schwab, Lockwood and Fidelity all at once, and they’re still limited by their cultures,” Mr. “I’d rather stick to one and negotiate a really good deal.” “They’re just telling people they can pick a platform, so what?” adds Mr. “He’s not making breakthroughs in process. “I don’t see where he’s offering anything different,” he adds. Inc., Morgan Stanley and others coming to market with serious programs. Winks says he expects to see Merrill Lynch & Co. Blisk may have been lulled by the wirehouses’ seeming lack of interest in the wealth-management business model. If anyone can do it, it’s these guys, who have the ability and determination.”īut Mr. “Larry and Dave make a real good team,” says Steve Booren, principal with Denver-based Capital Consulting Inc. Blisk, a former Smith Barney senior vice president, oversees investments. He has managed to team up with the accounting offices of Lawrence J. Blisk, 46, in action say he just may be the whooping crane of adviser consolidation. “So far nobody has successfully executed that strategy.”īut people who have seen Mr. “It’s going to be a rare, rare bird to make that work,” he says. is a greater use of composite materials, a blisk fan in the compressor. Still, it’s a plan that Richmond, Va.-based financial services consultant Stephen Winks says he doubts can succeed. The CFM International LEAP (Leading Edge Aviation Propulsion) is a high-bypass turbofan. ![]() “A lot of people figure they’ll go till they fall off the horse, because they don’t have a plan that’s viable,” he says. He says he realized how many successful older financial advisers lack a succession plan. Blisk says he had an epiphany at Schwab Institutional’s Impact 2001 conference in Seattle as he watched throngs of gray-haired advisers groove to a Neil Diamond knock-off band. Together, Brenda and her team manage and oversee more than $300 million in assets for their clients.A Schwab spokesman says the company has no formal program for referring advisers to staff existing advisory offices. Serving clients in more than 20 states, Brenda heads a team of eight licensed professionals with over 50 years of experience. Wealth Manager Magazine has ranked Spire as one of its top financial advisory firms consistently since 2013. Securities offered through an affiliated company, Spire Securities, LLC a Registered Broker/Dealer and member FINRA/SIPCCEO In 1997, Brenda and her team went independent as a Financial Advisor with Legacy Advisors, (now Spire Investment Partners) in McLean, VA. Spire Wealth Management is a Federally Registered Investment Advisory Firm. We welcome you to call us at 70 or email us at to set up a meeting. We would be pleased to discuss your goals and your current strategy and explore whether our team might be the right fit for you. Our unique niche is pre and post-divorce financial planning. While we have the capabilities to meet the needs of most investors, we have particular strengths in serving the needs of couples preparing to achieve their retirement vision executives and widows and widowers. We are fueled by a passion to make a difference in the lives of our clients’ and their families by helping them create, grow, protect and share wealth across generations. Our clients’ financial success and peace of mind is our personal mission. These core services expand, evolve and adapt to life changes and stages – from risk managed growth during pre-retirement, to tax-efficient growth and income planning during retirement, and wealth transfer later in life. Consistent, effective client communication Disciplined, diversified portfolio management Our team approach allows us to focus our combined intellectual capital, years of experience, investment acumen, and extensive resources to deliver customized solutions, excellent service, and sound advice to our clients. We are an independent and experienced wealth management team. Hello, I’m Brenda Blisk, CEO of Blisk Financial Group in McLean, Virginia.
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