At Sprik Financial Group in Sioux Falls, wealth management means more than managing investments — it’s about building, preserving, and transferring wealth with clarity and confidence. Whether you’re growing your assets, preparing for retirement, or planning your legacy, we provide personalized strategies that help align your wealth with your life goals.
Through Eagle Strategies LLC, a wholly owned subsidiary of New York Life Insurance Company, we design and implement comprehensive wealth management plans. From separately managed portfolios to mutual funds and third-party programs, our wealth advisors bring you access to sophisticated investment platforms supported by continuous monitoring and adjustments as your needs evolve.
Wealth management requires a disciplined, multi-layered approach. At Sprik Financial Group, our process integrates:
Wealth Accumulation – Building and growing assets through investments, savings strategies, and disciplined planning.
Investment Management – Access to portfolios including stocks, bonds, mutual funds, ETFs, and third-party wealth management programs tailored to your objectives.
Risk Management – Identifying and minimizing financial risks through proper asset allocation, insurance planning, and long-term safeguards.
Tax Efficiency – Coordinating with your tax advisor to implement strategies that reduce tax exposure and maximize after-tax wealth.
Estate & Legacy Planning – Developing strategies to protect and transfer wealth across generations while supporting causes you care about.
Ongoing Monitoring & Adjustments – Your plan evolves as life changes. We continuously review and adjust your wealth management strategy to keep you on track.
Partnering with Sprik Financial Group for wealth management provides:
A clear, organized financial strategy across all aspects of your wealth
Confidence that your assets are being managed for growth and preservation
Protection against unnecessary risks and tax burdens
A legacy plan that aligns with your family, business, and charitable goals
Peace of mind knowing that professionals are continuously monitoring and adapting your plan
Our wealth management services are customized to meet the unique needs of clients in Sioux Falls, throughout South Dakota, and across the country via video conferencing:
Individuals – From building portfolios to preparing for retirement, we provide strategies to grow and protect your wealth with confidence.
Families – We help families safeguard their assets, plan for education, manage estates, and establish charitable giving as part of a long-term legacy.
Business Owners & Contractors – Our team helps Sioux Falls entrepreneurs align personal wealth with business strategies, from succession planning to retirement benefits.
Farmers & Ranchers – We understand the complexities of land ownership and agribusiness in the Midwest. Our wealth management plans help preserve assets, manage risk, and ensure smooth generational transitions.
Comprehensive Strategies – We bring together investments, risk management, tax planning, estate strategies, and more into one cohesive plan.
Access to Leading Platforms – Through Eagle Strategies LLC, you gain access to a broad range of investment managers and wealth programs.
Local Advisors With National Reach – Based in Sioux Falls, we proudly serve clients locally and across the U.S. via video conferencing.
Personalized Guidance – We listen first, then create wealth management strategies designed specifically for your goals and risk tolerance.
Ongoing Support – Wealth management is not one-time planning; it’s continuous. We monitor, review, and adjust your plan to keep it aligned with your vision.
Your wealth is more than numbers — it’s the foundation for your future and legacy. Whether you’re focused on accumulation, preservation, or transfer, Sprik Financial Group in Sioux Falls is here to provide the clarity and expertise you need.
Contact us today to schedule a consultation and start managing your wealth with confidence.