Company Performance Metrics
- Jarrett Bostwick: Partner, General Counsel & Co-Founder
- Todd Walters: Managing Partner & Co-Founder
Spearhead is an independent and innovative financial solutions firm which provides financial advocacy for Family Offices and Ultra High net worth individuals. They serve their clients in the areas of wealth preservation, tax efficiency, and investments by designing solutions that drive maximum value to clients through the use of both structure and
investment management strategies. That is, they seek to understand not only what their clients own and invest in, but to optimize such ownership through the proper legal and tax-optimized structures. Their principals are industry renowned experts with over 100 years of combined experience in estate planning, insurance and hedge fund and alternative asset formation and selection. To face the complex financial needs of their clients and insure a true “build to suit” solution, Spearhead has created a diverse and comprehensive infrastructure, including a Broker Dealer, Registered Investment Advisor an Insurance Agency and Investment Banking. They have also partnered with Top Tier Investment Managers, RIA’s, Insurance Carriers and best in class service providers.
