Offices of Tony Spangenberg and Steve Philliber. We are here to help you achieve your financial goals, manage your money, and make your life better. Our firm is not like most other investment advisors. We are an independent firm, with no ties to a large Wall Street firm. You receive advice unblemished by the conflicts of interest that have plagued many of those larger firms. We are free to recommend the best financial products to help you meet your goals. Liberated from the demands of corporate sales quotas, we can devote the time needed to properly research and monitor your investments. You also benefit from our size. As a boutique advisory serving high-net-worth individuals, every relationship is important to us. Our team understands that you expect excellent service.
Bay Area and beyond
Finance > Investment Services and Advisors > Investment Management Services
Formerly West Portal Investment Group, LLC - New Web Site Coming Soon.
Through regular, in-depth meetings, we apply our planning and investment management expertise to your vision of the future, ensuring your peace of mind. Together, we will: 1. Explore and articulate your financial and life goals; 2. Design financial strategies tailored to achieving those goals; 3. Create a custom portfolio that balances appropriate investment risks and returns; and 4. Constantly monitor all your investments, keeping you on track.
After 13 years on West Portal Avenue our lease was coming to an end. After much thought we decided a new space would be a great way to kick off the New Year. We recently moved to 201 Mission Street in the "SOMA" area of Downtown. In addition to changing our location, we updated our name to WP Advisors, LLC. Please note we have valet parking on site (Ace Parking) which we can validate. If you prefer public transportation, we are about 1 block away from the Embarcadero Muni/Bart station.