SPARTA Wealth Partners

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!

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

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

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®

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 bt@spartawp.com.

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

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

Extremely grateful to the Medevac Podcast for allowing me to share my story.

Attention all retired, retiring or transitioning military friends. Have you heard about the 2023 opt out opportunity with Survivor Benefit Plan? If not, now is your chance to evaluate what's in your best interest! Nick O’Kelly, CFP®, RICP®Andrew Burquest, CFA Blair Thompson, CWS®️ SPARTA Wealth Partners