sophisticated wealth advisory, investment management & financial Planning.

WHAT WE DO

Sparta Wealth Partners is a multi-family office and financial advisory firm offering sophisticated wealth advisory, investment management, and financial planning services.

OUR SERVICES

WHAT WE DO FOR CLIENTS

When was the last time all the products or strategies listed above were working together in unison? We will work with you to create that comprehensive financial plan.

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OUR CLIENTS

We are the family-office level solution for clients and advisors looking for ultimate sophistication and turn key solutions, without having to build out their own dedicated team of specialists.

We choose to work with value-focused individuals, families and businesses that truly require a comprehensive and disciplined approach to managing their finances.

Sparta accomplishes this by offering a truly holistic, coordinated approach, both internally and externally, through strategic partners and top-tier technology. As an entire community of specialists, we partner with both early stage entrepreneurs, to some of America’s most successful and multi-generational families.

We are committed to providing you with more:

TIME | ACCESS | TRANSPARENCY | COLLABORATION | OPPORTUNITY

OUR CLIENT PROFILES

SPARTA'S STANCE

Our name is inspired by the legendary Greek Spartan society. Eternally vigilant and disciplined, citizens and members of Sparta cherished their community and were extremely devoted to protecting and advancing its best interests. This ranged from proactive health and thought leadership to more rights for women. There are many firms named "Spartan" for various warrior instilled reasons, but only one actual entire Sparta community of these like-minded client advocates!

We bring that same zeal and holistic approach to managing our clients’ financial and life pursuits as their personal advocate.

MEET THE TEAM

Sparta Wealth Partners is a member of the US DoD Trusted Capital Marketplace, which provides companies critical to national security, with access to funds from vetted capital providers.