We’re More Than Advisors —
We’re Your Partners in Creating a Life of Abundance
At Wealth With No Regrets, we believe financial freedom is about more than numbers — it’s about living a life of abundance and purpose. Our team is dedicated to helping you achieve clarity and confidence in your retirement journey. With decades of practical real-world experience and a personalized approach, we work with you to craft strategies that align with your goals, values and dreams, creating a legacy of abundance.
Having been clients of the financial and wealth management industry, we experienced the frustrations with typical money management approaches and found advice lacking as well as proactive initiatives falling short of reasonable expectations. Unable to find solutions that worked, we created a system, process and culture that we wanted and what was missing in the financial services industry … we call it: Wealth With No Regrets®.
Barry H. Spencer CEO & Financial Advisor
Scott M. Noble CFO, CPA/PFS & Financial Advisor
Travis Raish CFA, MBA, Portfolio Manager & Investment Team
Andrea Soule CTFA, CRSP, Financial Advisor &
Director of Client Service
Bryan DiMatteo Controller
Katie Thurman Client Services Specialist
Kathy Leland Director of Communications
Mason Ware Financial Analyst
Allie Luisi Executive Assistant
Frequently Asked Questions
We've answered what matters most. If you need more, reach out directly.
Someone approaching retirement may benefit from a retirement planning review if they have accumulated significant savings but are unsure how to organize their assets for the next phase of life. This may include evaluating retirement income needs, withdrawal strategies, tax considerations and how different financial decisions may impact their overall retirement plan.
Our process is based on the Five Dimensions of Retirement Wealth Design: investing, income, taxes, protection and legacy planning. We review these areas together to help clients understand how their financial decisions work together as they prepare for and transition into retirement.