Spivak Financial Group & Wealth Management Consultants

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  name: "Spivak Financial Group & Wealth Management Consultants",
  description: "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.",
  url: "http://www.spivakfinancial.com/",
  telephone: "+1-480-556-9931",
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    streetAddress: "8753 E Bell Rd Suite #101",
    addressLocality: "Scottsdale",
    addressRegion: "AZ",
    postalCode: "85260",
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