Managing Partner, Investment Advisor
Managing Partner, Investment Advisor, JD, CPA
President of Employee Benefits
Client Service Associate
Client Service Associate
We believe in crafting customized strategies that give you confidence in your future.
Our plan is to cater to your needs through education and unparalleled personal service, dedicated to your financial freedom, with strategies that provide security during economic uncertainty.
With over 25 years of expertise, our team of professionals help you understand your finances and how to maximize your investments. As your life evolves, we are here to guide your journey to financial success and stability.
We are Financial Advisors that invest in you. At Spartan Wealth, we strive to build life-long partnerships with our clients.
Investing can result in a significantly higher return over keeping your money in a savings account. While it doesn’t come without risk, it could be an excellent part of your strategy to maximize your money’s ability to grow. Your investments could mature at varying intervals, too, once you’ve retired offering the potential to augment an otherwise fixed income with dividend payments to you.
Can I save money by investing?
Many seek to diversify, splitting savings between low risk options, such as savings accounts, as well as investments that could provide a greater return. By investing and saving, you increase the chance of growth while also keeping a portion of your portfolio readily available (while it still earns interest) in case you need to access some of it. Even a small amount set aside monthly could be applied to both savings and investment opportunities.
I want to invest but reduce my risk.
While most want to minimize risk with savings, nominal risk could equate to greater returns in the investment world. Often, the higher the potential return, the greater the risk. Our financial advisors work closely with clients to help them make investments they are comfortable with. Investing between low, medium, and higher risk investments is a strategy many prefer, feeding dividends from low and medium-risk investments into multiple areas, which can provide you with peace of mind while you get to see your money grow.
I want to secure my family’s financial future.
A financial planner can help you make smart financial decisions based on your income, your expenses, and your goals for savings, the future, and retirement. Savings can be invested in a variety of ways, including: high interest bearing savings accounts, managed retirement funds, term life insurance policies, bonds, and other short and long-term investments.
How can I manage my family if I become disabled?
Disability insurance is important, as disability insurance benefits help you support your family and any dependents financially, should you become disabled. If you are struggling to pay child support due to disability and reduced income, a modification order for child support should be sought out to help with payment reductions.
How can I save money for my kid’s college?
Rather than simply trying to put money into a savings account to cover a variety of purposes, like retirement, your child’s education, a rainy day, and so forth, a strategy designed for college savings automates contributions and helps it grow faster. A financial planner can strategize based on the age of the child as well as your income and other financial goals. Automated withdrawals to inject money into a college savings plan makes it easier to prepare for the future as your budget will be designed around it.