Virtual financial planning across 13 states

Virtual Wealth Management for Families Who Want More Than a 1‑800 Number

Q: What is virtual wealth management?

Virtual wealth management is fiduciary financial planning delivered through secure video meetings, screen-shared plan reviews, and digital document sharing. You get the same personal attention and comprehensive planning as an in-person relationship, with the convenience of meeting from anywhere.

Q: Can I work with a financial advisor remotely?

Yes. Sporos Wealth Management serves clients virtually across 13 states: Alabama, Arizona, California, Colorado, Nevada, New Jersey, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Texas, and Washington. All services are available through secure video meetings.

Q: Is virtual financial planning as effective as in-person?

Absolutely. Most financial planning work involves reviewing documents, running projections, and discussing strategy. All of this works just as well (often better) on a shared screen. You can see exactly what your advisor sees, and meetings are easier to schedule without commute time.

Q: What tools do you use for virtual meetings?

We use secure, encrypted video conferencing for all meetings. Documents are shared through LPL Financial's secure client portal, which provides bank-level encryption for sensitive financial information.

Q: Can I switch between virtual and in-person meetings?

If you are in the Orange County, California area, you are welcome to meet at our Huntington Beach office anytime. Many of our local clients prefer a mix of virtual and in-person meetings depending on the topic.

Q: What states does Sporos Wealth Management serve?

We are currently licensed in 13 states: Alabama, Arizona, California, Colorado, Nevada, New Jersey, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Texas, and Washington. If you live in a state not listed here, reach out anyway. We can add new state registrations quickly.

Sporos Wealth Management is a fee-based, fiduciary wealth management firm that serves families virtually across 13 states. We combine the personal attention of a boutique practice with the convenience of fully virtual planning. You get a dedicated father-son advisory team, not a call center.

30-minute call, completely free, no obligation.

How Virtual Financial Planning Works at Sporos

Same fiduciary care, same personal attention. The only difference is you don't have to drive to an office.

Free Discovery Call

A 30-minute video call where we listen to your goals, concerns, and what matters most to your family. No sales pitch.

Plan Presentation

We build your custom financial plan and walk through it together on a shared screen. You see exactly what we see: projections, scenarios, and recommendations.

Secure Documents

All documents are shared through LPL Financial's encrypted client portal. Bank-level security for every statement, tax form, and account transfer.

Ongoing Check-Ins

Regular virtual reviews to adjust your plan as life changes. You have our direct phone numbers. We respond the same day, every time.

Why Families Choose a Virtual Financial Advisor

Virtual wealth management is not a compromise. For most families, it is an upgrade.

Access the Right Advisor, Not the Closest One

When geography is not a barrier, you can choose an advisor based on fit, not proximity. Sporos serves roughly 100 families by design, so you are never a number.

See Everything Your Advisor Sees

Screen-shared plan reviews mean you follow along in real time. You see the projections, the scenarios, and the numbers as we walk through them together.

Easier to Schedule, Easier to Keep

No commute means meetings fit into your life instead of disrupting it. Lunch break, after the kids are in bed, Saturday morning. We make it work.

A father-son advisory team

Meet Nasar and Samee Aboubakare

Sporos Wealth Management is a fee-based, fiduciary wealth management firm founded by father-and-son team Nasar and Samee Aboubakare. Based in Huntington Beach, California, Sporos serves families virtually across 13 states. Nasar speaks Vietnamese fluently, and Samee serves the next generation of Vietnamese-American families. The team specializes in retirement planning, tax strategy, business owner planning, and portfolio management for pre-retirees and high earners.

Nasar brings 21+ years of financial services experience, including private equity work directly with business owners. Samee brings equity research experience from a New York City hedge fund and institutional-grade analytical skills to every client plan.

Together, they intentionally limit their practice to roughly 100 families. That means you get direct access to senior partners who know your name, your goals, and your family.

Read our full story

Nasar and Samee Aboubakare, father-son advisory team at Sporos Wealth Management

States We Serve

We are currently licensed in the following 13 states. If you live in a state not listed here, reach out anyway. We can easily add new states as needed.

AlabamaAL

ArizonaAZ

CaliforniaCA

ColoradoCO

NevadaNV

New JerseyNJ

New YorkNY

OhioOH

OklahomaOK

OregonOR

PennsylvaniaPA

TexasTX

WashingtonWA

Every Service, Fully Virtual

All of our financial planning services are available through virtual meetings. Meetings are also available in Vietnamese.

Frequently Asked Questions About Virtual Wealth Management

What is virtual wealth management?

Can I work with a financial advisor remotely?

Is virtual financial planning as effective as in-person?

What tools do you use for virtual meetings?

Can I switch between virtual and in-person meetings?

What states does Sporos Wealth Management serve?

Ready to Meet Your Virtual Financial Advisor?

Book a free 30-minute discovery call with Nasar or Samee. No obligation, no sales pitch. Just a conversation about what matters to your family.

Meetings available in Vietnamese and English.