We align our approach with your interests so that we can advocate for YOU. Period.
ARE YOU A GOOD FIT FOR FAMILY OFFICE LEVEL EXPERTISE?
HERE ARE SOME CONSIDERATIONS...
Are the recommendations and strategies presented to you unbiased or conflicted? Do you currently have access to hedging and other risk management focused investment opportunities? Is your investment manager a manager of managers or providing you with direct access to all tools and strategies for your goals?
What are the risks associated with your private bank or commercial lender also being your wealth management provider? Are there possible fiduciary conflicts between large brokers, banks and you? What are the best banking or credit solutions for your specific situation vs having to shop 10 or 15 different providers?
What wealth building and wealth protection options and strategies are you missing because you do not have an independent financial advisor or access to private markets, alternative investments and truly agnostic coordination?
WE CAN STRATEGIZE AND PLAN WITH YOU IN THESE FOCUSED 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 overhead 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 single family office. The transparent holistic 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 opportunities and 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.
* Sparta Wealth Partners does not provide tax or legal advice, please consult with your tax professional.
What Does All That Mean For You?