We align our services with your interests so that we can advocate for you. Period.
This is in contrast to the many uncoordinated and biased models used by private banks, large wire-houses, and investment product distributors.
HOW DO I KNOW IF I SHOULD BE ADVISED BY SPARTA?
HERE ARE SOME CONSIDERATIONS...
Are the recommendations and strategies presented to you truly unbiased and best in class?
What are the risks associated with your bank or lender also being your wealth management provider?
What wealth building options and strategies am I missing because I do not have an independent financial advisor or access to alternative investments and holistic coordination?
WE CAN STRATEGIZE AND PLAN WITH YOU IN ALL THESE AREAS
By analyzing the key pillars of your overall wealth sources, we provide holistic coordination that organizes and focuses all of your needs into a unified approach, without the costs associated with a traditional family office.
Our unique approach solves the industry gap for successful individuals, business owners, and families seeking a dedicated advisory team that does not have the desire or ability to operate a family office. The transparent macro-advisory model provides clients with customized services based on their needs. We help clients establish their own personal benchmarks, and target risk/return profiles more effectively and efficiently, in order to accurately measure success.
Sparta Wealth Partners offers tailored engagement models to meet our client's needs, and always maintains a fully transparent compensation structure. These models include several internal and external managerial options, designed for clients of differing net worth profiles and goals.
What Does All That Mean For Me?