Spark Wealth Advisors

Spark Wealth Advisors offers comprehensive and limited-scope financial planning, along with investment management services. Comprehensive planning involves ongoing advisor access and plan monitoring, while limited-scope planning focuses on specific topics with fewer meetings. Investment management is tailored to individual client needs and goals, using a passive investment approach with diversified portfolios. Spark Wealth Advisors may recommend rolling over retirement accounts, which presents a conflict of interest that they attempt to mitigate by acting in the client's best interest.