Boomfish Wealth Group, LLC
Boomfish Wealth Group, LLC (doing business as Wealth With No Regrets®) is an Alpharetta, Georgia-based registered investment adviser founded by Barry Spencer and Scott Noble in 2010. The firm specializes in providing holistic financial planning, retirement income strategies, and tax minimization services to affluent individuals, couples, business owners, executives, and independent women. Operating as a fiduciary, Boomfish Wealth Group focuses on relationship-driven, custom-tailored planning, integrating investment, legacy, and insurance solutions for clients typically with $500,000 or more in retirement savings. The firm has approximately 10 employees.
Investment Strategy
Boomfish Wealth Group, LLC employs a proprietary Wealth With No Regrets® planning process, guiding clients through vision setting, opportunity assessment, and customized planning for retirement, tax minimization, income generation, legacy, and estate needs. As fiduciaries, the firm prioritizes clients’ best interests, combining objective financial advice with diversified investment management, insurance strategies, and tax optimization. The approach is highly personalized and independent, avoiding product-driven, one-size-fits-all solutions and instead maintaining ongoing, adaptive financial plans tailored to each client's needs and life stage.
Top Holdings
Equity Positions (86)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIL | SPDR SERIES TRUST | 5.02% | $8.7M | 94,574 | $91.42 | $91.73 | -$594.8K |
M MOAT | VANECK ETF TRUST | 4.38% | $7.6M | 80,708 | $85.33 | $93.79 | +$179.6K |
A AGG | ISHARES TR | 4.07% | $7.0M | 70,860 | $99.19 | $99.20 | +$454.4K |
N NVDA | NVIDIA CORPORATION | 3.28% | $5.7M | 35,824 | $69.80 | $157.99 | +$2.3M |
M MSFT | MICROSOFT CORP | 2.50% | $4.3M | 8,674 | $377.62 | $497.41 | +$1.1M |