Financial Advisors
Scottsdale, AZ
Spivak Financial Group is an independently-owned, second-generation wealth management firm in Scottsdale specializing in retirement planning, tax optimization, and lifetime income strategies for affluent individuals. Led by Stuart J. Spivak (35+ years experience) and Mark T. Woodfield (20+ years), they serve as a personal CFO, unifying investments and tax strategies across all three wealth phases: accumulation, distribution, and transfer. Their tax-focused approach aims to minimize client tax liability by 30-40% through asset location planning, IRS Rule 72(t) strategies, and estate transfer planning.
Ideal for: High-net-worth individuals nearing or in retirement, business owners seeking tax optimization, families focused on wealth transfer and legacy planning
Service area: Scottsdale, Arizona and surrounding Phoenix metro area
True Fiduciary Independence: Independently-owned firm with no ties to larger companies, ensuring advisors always put client interests first rather than pushing proprietary products.
Tax-Focused Strategy: Specializes in asset location planning and specialized strategies like IRS Rule 72(t) SEPP to help clients minimize tax liability across accumulation, distribution, and transfer phases.
Multi-Generational Legacy: Family-owned firm operating since 1965 with deep experience guiding clients through market cycles and tax law changes, combining institutional knowledge with personalized service.
Address: 8753 E Bell Rd Suite #101, Scottsdale, AZ 85260
Phone: (480) 556-9931
Website: spivakfinancial.com
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