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.
Company Details
- Employees
- 9
- Founded
- -
- Address
- Charlotte, North Carolina 28209, Us
- Phone
- 704.575.1148
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- spartawp.com
- Keywords
- 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, custom investment advisory.
- HQ
- Charlotte, North Carolina
Sparta Wealth Partners Questions
Sparta Wealth Partners's helpline number is 704.575.1148
Sparta Wealth Partners's website is spartawp.com
Sparta Wealth Partners's LinkedIn profile is https://www.linkedin.com/company/sparta-wealth-partners
Sparta Wealth Partners has
9 employees.
View email and phone details for 9
employees at Sparta Wealth Partners.
Sparta Wealth Partners's industry is
Financial Services
Sparta Wealth Partners's top competitors are
Tlc Equation,
Tern,
Anatra,
Lynq Technologies,
Direct Kinetic Solutions, Everlasting Power,
Nemesis Global,
Aeon,
Cx2,
Oak Grove Technologies,
Telepathic Technologies.
Sparta Wealth Partners's categories are Financial Services
Sparta Wealth Partners's founding year is 2020
