If you've built a portfolio of $250,000 or more, you deserve more than the 800-number treatment.
Sound familiar? You're not alone.
You get transferred around when you call
You only hear from your advisor when the market drops
Your "plan" feels like a generic template
You're not sure anyone actually knows your goals
When your advisor left, you got handed off to someone you've never met
As a father-son advisory team, we understand what it means to care for those you love across generations. Our partnership embodies the continuity and long-term thinking we bring to your wealth. Nasar brings 15 years of private equity and business expertise, while Samee adds institutional research experience and insight into emerging financial technologies, giving you both seasoned wisdom and forward-thinking innovation.
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At Sporos, we start with your life and what you want retirement to look like. Then we build the financial plan around that. Not the other way around.
We're a father-son team based in Southern California, serving clients across the West and beyond. When you call, you talk to us. When we meet, we know your story. And when it's time to transition, your relationship doesn't disappear, it continues with the next generation.
When it's time for Nasar to step back, Samee is already here, already knows you, and already understands your goals.
No pressure, no pitch. Just a chance to see if we're the right fit. Pick a time that works for you.
30 minutes. No obligation. Talk directly with Nasar or Samee.
Wealth management built on collaboration, continuity, and personalized care.