About Sparta Wealth Partners
ABOUT US
-
Sparta Wealth Partners is a unique private client and multi-family office firm for discerning individuals, families, and businesses.
-
Our clients' interests come before all else - every time, no exceptions.
-
We can address questions about assets, banking, estate and succession planning, all lines of insurance, tax efficiency and retirement planning.
-
We are impartial advisers, who often collaborate with experts in various fields, to offer the best resources to our clients.
QUICK FACTS
-
Headquartered in Charlotte, NC
-
Wealth Management Partners/Advisors who have diverse financial experience in the private banking, investment, planning and advisory industries.
-
An additional team of professionals who are specialists in alternatives, real estate, hedging strategies, and dual use technology acceleration.
-
We are agnostic to investment manager selection both internally and externally. We work with you to clearly define your goals, advocate for your success and execute on your objectives. Fee Based Planning Only Services Available.
