Wealth Management
Financial Advisor, Accountant & Tax Professional
Contact: David S.
President of Spellman Capital Strategies since 2016, with a mission to help individuals, families, and business owners safeguard their assets and build enduring wealth through holistic financial planning with an emphasis on tax planning
Best for
Small business owners, medical practice owners, and healthcare professionals seeking holistic financial planning and tax guidance
Primary outcomes
Financial clarity, reduced tax burden, protected assets, and a clear roadmap to long-term financial well-being
Timeline & Engagement
Initial financial assessment followed by an ongoing advisory relationship tailored to your goals
What they help with
David Spellman has carved a notable career in holistic financial planning with an emphasis on tax planning. As president of Spellman Capital Strategies, he assists individuals, families, and business owners in safeguarding their assets and building enduring wealth. His role as a director at Money Concepts further deepens his contribution to the field.
Background & Credentials
David grew up on a farm in Southern Minnesota in the Scenic Minnesota River Valley, where athletics were his focus through high school and college. He has been happily married for 27 years and is the proud father of a 26-year-old son. Moneyconcepts
A career move into financial services marked by a pivotal transition from his earlier career as a carpenter in Minnesota, David obtained key FINRA certifications and built his own practice. 24-7 Press Release He earned an associate's degree in general studies from Saint Cloud State University in 1995. 24-7 Press Release
David has also made meaningful community contributions as the executive director of the Agape Riding Center, a nonprofit focused on equine-assisted therapy, providing support to individuals seeking therapeutic experiences with horses
How to get started
All inquiries are coordinated through Practice Care Plus to ensure the right fit and a smooth introduction.
Review this profile
Read through the services, background, and credentials to confirm this partner is the right fit for your practice.
Reach out to Practice Care Plus
Use the button below to contact us. Share the partner's name and a brief description of your need — we'll handle the introduction.
We connect you directly
Once we confirm the fit, we'll make the introduction so you can move forward with confidence.
All introductions are handled by Practice Care Plus