Sparta is a unique multi-family office company for discerning individuals, families and businesses. The firm’s mandate is to setup each client for maximum success. This is accomplished by offering a truly holistic, coordinated approach encompassing a broad spectrum of services ranging from sophisticated investment management, trust, exit planning, retirement and estate planning, captive asset management, personal and commercial insurance strategies, retirement plans, M&A, business valuations, real estate private equity, financial statement preparation, innovation connectivity and more – both internally and externally through strategic partners and technology. Sparta is 100% and transparently aligned with each client to be their advocate in evaluating the complex world of biased bank services and even helps to shop credit and mortgage facilities for those business owners who are constantly searching for the highest and best sources of capital.
| Website | http://spartawp.com |
| Employees | 9 (7 on RocketReach) |
| Founded | 2020 |
| Technologies |
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| Industry | Financial Services |
| Keywords | Multi Family Office, Wealth Management, High Net Worth, Family Office Services, Financial Planning, Financial Advisory, Holistic Financial Planning, Investment Management, Portfolio Management, Wealth Preservation, Investment Advisory, Personalized Financial Planning, Estate Planning, Financial Success, Business Financial Planning, Long-Term Financial Planning, Retirement Planning, Tax Planning, Legacy Planning |
| Competitors | Morgan Stanley, Fidelity Investments, Vanguard, Raymond James, Edward Jones, Financial Services Company, TIAA, Aspiriant, Schwab Advisor Services, BNY Mellon | Eagle Investment Systems +39 more (view full list) |
Looking for a particular SPARTA Wealth Partners employee's phone or email?
Blair Thompson is the Founder and President - Top 100 Advisers in the USA of SPARTA Wealth Partners.
7 people are employed at SPARTA Wealth Partners.
SPARTA Wealth Partners is based in Charlotte, North Carolina.