About Sparta Wealth Partners
ABOUT US
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Sparta Wealth Partners is a unique private client and multi-family office firm for discerning individuals, families, and businesses.
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We work with our clients and take a holistic look at where they are in their life, career, or business cycle.
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We can address questions about assets, banking, estate and succession planning, insurance across all areas, asset valuation and retirement planning.
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We are impartial advisers, who work with experts in various fields, to offer the best resources to our clients.
QUICK FACTS
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Five geographical offices located in The Carolinas, Florida and Pennsylvania.
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Wealth Management Partners/Advisors who have diverse financial experience in the private banking, investment, planning and technology industries.
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An additional team of investment professionals who are specialists in alternatives, real estate, hedging strategies, and dual use technology acceleration.
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We are agnostic to investment manager selection both internally and externally. We work with you to clearly define your goals, advocate for your success and execute on your objectives.
Meet The Team
President & Partner
Blair Thompson, CWS
Blair Thompson serves as Founder and President of Sparta Wealth Partners. Employing his strategic background, Blair has assembled a wealth of business and financial resource specialists to meet the full spectrum of client needs all in one place. As the primary point of contact at Sparta, Blair develops an extensive relationship with each of his clients, creating comprehensive plans to meet their priorities and overall objectives.
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Partner & Advisor
Andrew Burquest, CFA, MBA
Prior to joining Sparta Wealth Partners, Andrew began his financial services career with Defender Capital in Charlotte, NC in 2007. He developed holistic client-centric advisory experience and broad exposure to conventional equity and fixed income, as well as targeted private equity, alternative, and esoteric investment vehicles. Andrew developed a passion for building strong individual, family, and business client relationships and providing solutions for their unique challenges.
Partner & Advisor
Shane Stuhlmiller
I've spent 20 years in the US Marine Corps, 16 in Marine Special Operations (MARSOC). I've been able to travel the world from Wyoming to Central Asia, South Pacific, and the Middle East. I've led high-performing teams, from 4 to 800 personnel in training environments to highly remote and austere places. My passions are getting my four children outside to show them the enjoyment I've found in hunting, fishing, and learning to preserve wild things in wild places.
Blair Thompson CWS
Formerly a Senior Vice President and HNW Relationship Manager with private banks, Blair delivered a full suite of private banking, investment management, wealth planning, trust, insurance and estate services to high net worth individuals and companies across the country. Prior to the private banking roles, Blair owned and operated his own firm, Thompson Financial Partners, that evolved from a career adviser to a fully independent model in the late 2000’s prior to being rolled into the bank channel. Blair is extremely bullish on the future of independent advisory and the customization and flexibility it offers sophisticated clients and fellow advisers. He brings a rare skillset for having demonstrated success in multiple approaches within the industry as a whole. This experience serves as a tremendous basis for helping successful business owners evaluate what banking products, offerings and services best meet their needs from an agnostic advocate or personal CFO type lens.
Blair holds a bachelor’s degree in Economics and Spanish from the University of North Carolina at Chapel Hill. He is a Million Dollar Round Table, MDRT®, qualifying member, holds the Certified Wealth Strategist, CWS®, designation and is a perennial Chairman’s Council and Leaders Club qualifier with several institutions. Additionally, he qualified and was nominated for the Prestigious Top 100 Financial Advisers in the USA. He has also served on the boards of the Society of Financial Services Professionals, National Association of Insurance and Financial Advisers, Special Operator Transition Foundation, The Rosie Network and the SEAL Naval Special Warfare Family Foundation and is a member of Forest Hill Church in Charlotte, NC.
While Blair is a civilian, he has served on a National Innovation Council with the Department of Defense and is a uniquely positioned strategic adviser to companies in the US Special Operations Command Network. Blair was also appointed as the Private Capital Adviser for NavalX, a government organization focused on connecting the US Navy with private sector companies, entrepreneurs and disruptive technology. He truly enjoys connecting clients and prospective clients to each other for helpful synergies and believes this adds tremendous value for a Sparta style community of trusted advocacy. Blair maintains his Series 7, 63, and 65 registrations along with life, health, disability and long term care insurance licenses.
Blair’s motto is: “One Day or Day One. You Choose.”
Team Members
Let's Work Together
Contact Blair Thompson today to see how we can help you or your business with financial planning.