Enspyre Wealth Advisors, Inc. (“Enspyre”) is an independent financial planning and investment advisory firm registered with the United States Securities and Exchange Commission (“SEC”) and is an S-Corporation company formed under the laws of the State of Minnesota. Enspyre was founded by Heidi Helmeke who is the sole owner, Principal and Chief Compliance Officer of the firm. Enspyre’s advisory services are made available to clients primarily through individuals associated with Enspyre as investment adviser representatives (“IARs”). For more information about the IARs providing advisory services, clients should refer to the Brochure Supplement for his or her IAR. The Brochure Supplement is a separate document that is provided by the IAR along with this Brochure before or at the time client engages the IAR. General Description of Primary Advisory Services The following are brief descriptions of Enspyre’s primary services. A detailed description of Enspyre’s services is provided in Item 5 – Fees and Compensation so that clients and prospective clients can review the description of services and description of fees in a side-by-side manner. Asset Management Services - Enspyre provides advisory services in the form of Asset Management Services. Asset Management Services involve providing clients with continuous and on-going supervision over client accounts. This means that Enspyre will continuously monitor a client’s account(s) and make trades in client accounts when necessary. Financial Planning Services - Enspyre provides advisory services in the form of financial planning services. Financial planning services do not involve the active management of client accounts, but instead focuses on a client’s overall financial situation. Financial planning can be described as helping individuals determine and set their long-term financial goals, through investments, tax planning, asset allocation, risk management, retirement planning, and other areas. The role of a financial planner is to find ways to help the client understand his/her overall financial situation and help the client set financial objectives. Financial Planning Specialization Enspyre Wealth Advisors offers a fresh approach to retirement planning by creating a “Blueprint”. This plan embraces several financial topics and is personalized for each individual or family. The “Blueprint” includes the following: Retirement Income Planning – Consists of a strategic asset allocation based on your individual expenses and life expectancy. This will be coordinated with other income sources such as pensions, social security and part-time employment. Employer Benefits – Assessment of your 401k, pension, stock options, company stock, healthcare benefits and total compensation package. We’ve educated

ourselves in understanding the benefit packages for a number of Fortune 500 companies. We will utilize this knowledge in evaluating your company’s plan to optimize your total compensation and benefits. Legacy Planning – To accomplish individual desires on transferring assets to heirs. We assist your attorney with the legal documents including tax considerations. To alleviate additional stress during the time of bereavement our planners guide the survivors through the process involved after death and advocate on your behalf when necessary As a part of this process, we will help coordinate with your CPA and attorney, assist in handling life insurance benefits from your spouse’s employer and provide advice and assistance, coordinating with your attorney through the probate process. Health Care Benefits – Evaluating your level of need for Long Term Care, Medicare Supplements and Employer Medical Retirement Plans. We develop and coordinate a strategy to meet your specific health care needs. Tax Planning – To provide the greatest possible net income for you, today and tomorrow, we coordinate with your CPA to create and execute the most advantageous tax strategy. Advice Limited to Certain Types of Investments. Enspyre provides investment advice on the following types of investments:
• No-Load (i.e., no trading fee) and Load-Waived (i.e. trading fee waived) Mutual Fund Shares
• Exchange-listed securities (i.e., stocks)
• Securities traded over-the-counter (i.e., stocks)
• Fixed income securities (i.e., bonds)
• Closed-End Funds and Exchange Traded Funds (ETFs)
• Warrants
• Corporate debt securities (other than commercial paper)
• Certificates of deposit
• Municipal securities
• United States government securities
• Options contracts on securities and commodities
• Real Estate Investment Trust (REITs) Enspyre does not provide advice on commercial paper, futures contracts on tangibles and intangibles, hedge funds and other types of private (i.e. non-registered) securities. When providing asset management services, Enspyre typically constructs each client’s account holdings using Mutual Funds, Equities, Fixed Income Securities, Closed-End Funds , Exchange Traded Funds (ETFs), Certificate of Deposits and Real Estate Investment Trusts (REITs) to build diversified portfolios. It is not Enspyre’s typical investment strategy to attempt to time the market but we may increase cash holdings modestly as deemed appropriate, based on your risk tolerance and our expectations of market behavior. We may modify our investment strategy to accommodate special situations such as low basis stock, stock options, legacy holdings, inheritances, closely held businesses, collectibles, or special tax situations. (Please refer to Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss for more information.) Participation in Wrap Fee Programs Enspyre does not offer or sponsor a wrap fee program. Tailor Advisory Services to Individual Needs of Clients Enspyre’s services are always provided based on the individual needs of each client. This means, for example, that you are given the ability to impose restrictions on the accounts we manage for you, including specific investment selections and sectors. We work with each client on a one-on-one basis through interviews and questionnaires to determine the client’s investment objectives and suitability information. Client Assets Managed by Enspyre As of December 31, 2022, Enspyre has approximately $137,937,993 client assets under discretionary management and $0 client asset under non-discretionary management.