Bespoke strategies built around your needs

We serve high-achieving clients navigating complex financial lives, including high-net-worth families, biotech founders, business owners, and athletes and coaches with evolving wealth considerations. With more than 60 years of combined industry experience, our team provides disciplined investment guidance and thoughtful wealth planning—delivered through a warm, boutique-style experience anchored in genuine commitment to our clients' long-term success.

Clients benefit from our deep background across three niche areas:

Biotech executives
We understand the pressures of raising capital, bringing a product to market, and navigating the path to an IPO. Our team provides support at every stage—offering cash flow coordination, transaction structuring, and access to multiple business lines within J.P. Morgan.

Business owners
With decades of experience advising entrepreneurs and executives, we understand the demands of building, scaling, and transitioning a business. We provide structured planning, personalized investment management, and coordination across liquidity, lending, and banking needs—helping business owners align their personal wealth with the strategic goals of their enterprise. When the time comes, we support thoughtful succession and exit planning to help preserve the value they've built and prepare them for their next chapter.

Athletes and coaches
For sports professionals navigating short earnings windows and competing advice, we offer a holistic approach that emphasizes financial literacy, personalized education, and strategies designed to convert near-term success into long-term well-being.

Our lead advisor brings over 30 years of Wall Street experience—including more than a decade as Director of Research Sales on a top trading floor—alongside advanced credentials in investment planning and sports and entertainment wealth management. This foundation informs a steady, market-aware perspective that shapes each recommendation.

Our team brings together complementary skill sets, diverse financial backgrounds and a shared commitment to personalized service. Clients benefit from our collaborative approach and continuity of care, knowing that a thoughtful and coordinated team is always in their corner.

We look forward to supporting you as you continue to write your success story.

Disciplined portfolio construction, guided by clarity and collaboration.

The Spartan Group is a small, highly focused team that delivers customized wealth strategies to professionals in niche sectors, alongside curated, goals-based advice for high-net-worth families and family offices.

Welcome

At The Spartan Group, we take an intentional approach to portfolio construction—rooted in collaboration, precision, and our deep background as CERTIFIED FINANCIAL PLANNER^® professionals. We work closely with clients to define objectives, assess risk tolerance and time horizon, and build targeted strategies designed to support long-term outcomes.

Our process begins with a comprehensive wealth plan that establishes a long-term asset allocation framework and informs a customized investment strategy. We revisit each plan regularly—at least twice a year—to reflect evolving priorities, changing markets and life milestones.

We take an active role in portfolio oversight, working alongside clients to bring perspective to dynamic markets. Cash management plays a central role in our approach. We help evaluate liquidity needs, strike the right balance between risk and opportunity, and assist clients with capital positioning that aims to align with their near-term needs and long-term goals.

Our disciplined framework is supported by J.P. Morgan's global investment platform and enhanced by our team's commitment to high-touch service. Whether working with individuals, multigenerational families or family offices, we tailor each strategy to reflect the complexity of their financial lives.

Clients benefit from access to a broad suite of J.P. Morgan products and services, including:

• Wealth planning
• Customized investment and asset management
• Equities and fixed income
• Exchange-traded funds (ETFs)
• Alternative investments
• Tax mitigation strategies
• Cash management
• Insurance and risk management
• Banking and lending
• Mortgage services