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Multi generational family

Individual Professionals & Multi-Generational Families:

Retirement Growth and Income Investment Strategies
Wealth Acceleration
Preferred LLC options within IRA's
Generational Planning / Transitions
Estate and Legacy Planning
Asset Mapping

Life, Disability and Long Term Care Insurance
Fee Based Plans
Special Needs Trust/Planning


Professional Woman

Business Owners:

M&A Coordination
Protection Analysis
Exit and Succession Planning
Growth Strategies
Key Employee Strategies, NQDC
Executive Compensation Strategies
Retirement Plan Investment Management -
401k, Cash Balance, SEP, Simple IRA)
Disruptive Technology Acceleration

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Current or Former Military:
( Active, Reserve, Guard, Veteran or Retired )

Individual and Business Owner Planning
Survivor Benefit Plan Analysis vs Private Insurance
Career Transitions with Skillbridge
Customized Asset Protection
Pension/Blended Retirement Advice 
TSP rollover options  


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Our clients are diverse and range from early stage entrepreneurs, established business owners, current and former military service members and professionals nearing the end of their careers or retired. We look to partner for the long-term, understanding your current and future goals and being a trusted resource.

Sparta Wealth Partners accomplishes this through a truly holistic, coordinated approach leveraging deep internal resources, strategic external partners, and top-tier technology. We choose to work with individuals, families and businesses that truly require a comprehensive and disciplined approach to managing their finances. As an entire community of specialists, we partner with clients to continue their successful financial journey.

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 What To Expect As A Sparta Client 

  • Proactive Recommendations, Honest Communications, and Continuous Advanced Analysis

  • Completely customized and the most sophisticated investment strategies for wealth building and retirement /risk management goals

  • Agnostic Coordination and Support in evaluating banks for personal or commercial goals

  • Robust Technology that constantly provides real time net worth tracking and a comprehensive financial picture

  • Risk Management /Asset Protection focused to help shield from financial shocks and wealth erosion

  • Unparalleled access to defense and government analysis and dual use disruptive technology acceleration opportunities