Congrats to Lexington BBQ and our teammate David Monk on their recent news and ranking! https://lnkd.in/eATGzgfa
SPARTA Wealth Partners
金融服务
Charlotte，North Carolina 1,261 位关注者
Unique family office and financial advisory firm providing comprehensive solutions and national defense innovation
关于我们
Sparta is a unique multi-family office company for discerning individuals, families and businesses. The firm’s mandate is to setup each client for maximum success. This is accomplished by offering a truly holistic, coordinated approach encompassing a broad spectrum of services ranging from sophisticated investment management, trust, exit planning, retirement and estate planning, captive asset management, personal and commercial insurance strategies, retirement plans, M&A, business valuations, real estate private equity, financial statement preparation, innovation connectivity and more – both internally and externally through strategic partners and technology. Sparta is 100% and transparently aligned with each client to be their advocate in evaluating the complex world of biased bank services and even helps to shop credit and mortgage facilities for those business owners who are constantly searching for the highest and best sources of capital.
- 网站
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https://spartawp.com
SPARTA Wealth Partners的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Charlotte，North Carolina
- 类型
- 私人持股
- 创立
- 2020
- 领域
- financial planning、wealth management、family office、financial advisor、retirement planning、exit planning、business planning、mortgage、private banking、real estate、private equity、investment banking、succession planning、key employee planning、bank partnerships、lending evaluation、investment management和custom investment advisory
地点
SPARTA Wealth Partners员工
动态
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Thanks to all that have served past and present! Andrew Burquest, CFA, PMP
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SPARTA Wealth Partners is growing again! We want to formally welcome new Senior Advisor T.J. Randt. TJ hails from Arizona and is continuing upon previous success at a major wire house. TJ wanted to expand his capabilities, offerings, financial planning resources and investment sophistication for new clients. Welcome T.J. Randt!
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With our partners SOF Landing, LLC, we had an incredible time hosting SPARTA Wealth Partners and their clients for the exclusive Sparta Executive Retreat! This event offered a unique, hands-on experience where participants stepped into the boots of elite special forces operators for a day of intense training, teamwork, and leadership development. From tactical exercises to problem-solving missions, our clients gained valuable insights into high-performance teamwork and strategic decision-making. We had guest from all areas of industry, higher education, and government, making this a shared experience that fostered camaraderie and strengthened professional bonds. Plus, every day is better when you get to ride in a Hughes 369 Little Bird! Thank you to all who joined us and made this retreat such a success! Stay tuned for more exciting opportunities to push boundaries and challenge the limits! #SpecialOperatorsForADay #TeamBuilding #Leadership #CorporateRetreat #EliteExperience #OakGroveTechnologies #SOFLanding #SpartaWealthPartners #OurServiceContinues Nayda Fancher Joseph Fancher Blair Thompson, AAMS?, CRPC?, CWS? Ken Tovo Dean M. Hoffman IV, MBB
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Reposting from SOF Landing LLC JR Cook Dean M. Hoffman IV, MBB J.K. Lloyd Daren Bitter Wes Carver Lindsey Sumakeris Joshua B. Blair Thompson, AAMS?, CRPC?, CWS? Andrew Burquest, CFA, PMP Pepper Pounds Joseph Fancher Nayda Fancher Derek Copeland William C. Gene Ebersole Tripp Rudisill Ben D. Douglas McDowell
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SPARTA Wealth Partners is growing again in Charlotte! We want to welcome our newest teammate, David Monk, as our new Planning Coordinator and Advisor. David has been in Charlotte for several years (originally from Lexington, NC) and has a great background working with clients of diverse backgrounds and unique analysis to help clients navigate retirement, estate and other planning focused priority items. Welcome David! SPARTA Wealth Partners Blair Thompson, AAMS?, CRPC?, CWS?
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SPARTA Wealth Partners is hiring for unique opportunity! We are looking for a dynamic and energetic paraplanner/associate advisor to assist and lead retirement/estate/investment planning strategy deliverables. A strong desire for a great client and advisor experience is a must and preferably 2-5 years of software and client plan deliveries in tow. The candidate that wants to grow into an associate advisor role down the road or even start or build into a hybrid capacity is a great scenario for this role. Please send resumes or interested summary info to [email protected].
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Congratulations to the SPARTA Wealth Partners team of Andrew Burquest, CFA, PMP, Blair Thompson, AAMS?, CRPC?, CWS? and Lori Copeland for the 3rd consecutive ranking in the Top 100 Advisors to Watch! This year coming in at #13 in the country out of the top 1000 Registered Investment Advisers. Our team truly enjoys adding so much value for clients and being a trusted resource to help with anything and everything we can! https://lnkd.in/euXccMff
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Congratulations to the SPARTA Wealth Partners team of Andrew Burquest, CFA, PMP, Blair Thompson, AAMS?, CRPC?, CWS? and Lori Copeland for the 3rd consecutive ranking in the Top 100 Advisors to Watch! This year coming in at #13 in the country out of the top 1000 Registered Investment Advisers. Our team truly enjoys adding so much value for clients and being a trusted resource to help with anything and everything we can! https://lnkd.in/euXccMff