Working with Other Professionals

At SPIG, we believe the best outcomes happen when professionals work together. That’s why we coordinate with attorneys, accountants, trust officers, and other trusted advisors to help better serve the needs of our shared clients. By combining our expertise, we’re able to offer clients a more thoughtful, well-rounded approach to their financial affairs.

When you work with SPIG, you can count on us to develop a process for collaborating that works for everyone involved. We understand that every firm has its own style and preferences when it comes to communication — and we’re happy to adapt to what works best for you and your team. Our goal is always to foster a smooth, open, and productive relationship built on trust and clear communication.

As a results-oriented firm, we’re committed to delivering creative, effective strategies for your clients in the areas of business, estate, succession, and tax efficiencies. While we don’t offer legal or tax advice, we work closely with you to ensure every solution fits seamlessly within the bigger picture.

We invite you to visit our website to get a better sense of who we are and the value we bring to the table. If you’d like to discuss a client situation or learn more about how we can work together, we’d love to hear from you.