First Keystone Wealth

EST. AUM
$500,000,000

CONTACTS
5

CLIENT ACCOUNTS

Firm Details

Metro area Dallas
CRD Number
Website firstkeystonewm.com
Client types

Overview

Founded in Longview, Texas, First Keystone Wealth Management was created by Dave L. Spurrier, CFP®, and Tina Sellers-Phelan to deliver fiduciary wealth management centered on trust, faith, and integrity. The firm’s mission is to be the “keystone” in clients’ financial lives—providing the stability and support that upholds their long-term prosperity. With a focus on understanding each client’s unique goals and values, the team offers comprehensive planning, retirement strategies, and wealth transfer guidance. Backed by the resources of &Partners and Fidelity, First Keystone combines boutique service with institutional strength, fostering enduring relationships built on care, honesty, and fiduciary excellence.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

First Keystone Wealth

Platform Details

Investment Preferences

Alternative Activity

Address

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