The Spartan Group
Bespoke strategies built around your needs
The Spartan Group is differentiated by a small but highly focused team, providing customized financial strategies to specific institutional sectors, and curated, goals-based advice to high-net-worth families and family offices.
The Spartan Group provides customized financial approaches using the experience and knowledge we have gained as CERTIFIED FINANCIAL PLANNER professionals.
Our investment approach requires us to be extremely targeted about the clients we work with. Because we take such an active role in your investment approach, it's paramount that we partner closely to ensure we craft a shared view of where you are, where you want to go and the best possible route to get there.
We look forward to the opportunity to discuss your financial concerns and life goals.
We tap the breadth of capabilities at J.P. Morgan to deliver the following:
• Wealth planning
• Portfolio management
• Fixed income
• Alternative investments
• Cash management
• Retirement planning
• Endowments and foundations
• Estate planning
• Business succession
• Institutional Services