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Our Clients and How we partner

Our clients are truly our source of energy. They are diverse - ranging from early stage entrepreneurs, established business owners, some of America's most successful family businesses, and senior military service members to athletes and highly compensated professionals during their careers or when fully retired. We look to partner for the long-term, understanding your current and future goals and being a trusted resource. 

Individual Professionals, Athletes &

Multi-Generational Families:

Retirement Growth and Income Investment Strategies
Wealth Acceleration Ideas
Preferred LLC options with 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

Business Owners:

M&A Coordination
Protection Analysis
Valuation 
Exit and Succession Planning
Growth Capital 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  

* Sparta Wealth Partners does not provide tax or legal advice, please consult with your tax professional.

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 WHAT TO EXPECT AS A SPARTA CLIENT

  • Proactive Recommendations, Honest Communications, and Continuous Advanced Analysis

  • Completely customized access to cutting edge, sophisticated investment management and advanced financial planning strategies for wealth building and asset protection 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

  • Constantly monitored Risk Management/Asset Protection strategies to help shield from financial shocks, unnecessary "tax drag" and wealth erosion

  • Unique access to defense focused assessments and dual use disruptive technology acceleration opportunities

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