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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Our clients' interests come before all else - every time, no exceptions.
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We can address questions about assets, banking, estate and succession planning, insurance across all areas, tax efficiency and retirement planning.
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We are impartial advisers, who collaborate with experts in various fields, to offer the best resources to our clients.
QUICK FACTS
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Headquartered in Charlotte, NC
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Wealth Management Partners/Advisors who have diverse financial experience in the private banking, investment, planning and advisory 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. Fee Based Planning Only Services Available.
Meet The Advisory Team

Blair Thompson, CWS
President & Partner Advisor

Lori Copeland
Senior Advisor and Director of Operations

Andrew Burquest, CFA, MBA
Advisor & Portfolio Manager

Nick O'Kelly, RICP®, CFP candidate
Advisor & Head of Financial Planning
Additional Team Members

Robert Schaff, CFP
Firm Compliance & Planning Support Consultant

Royce Barber, MBA
Dual Use Innovation Team Support

Shane Stuhlmiller
Dual Use Innovation Team Support

Let's Work Together
Contact Blair Thompson today to see how we can help you or your business with financial planning.