Services

Whether you are building assets for the future – or seeking to protect, enjoy and pass on those you already have – Blue Spark Capital Advisors can help. Here are some of our areas of expertise:

Investment Management

  • Asset allocation
  • Selection of money managers, funds and ETFs
  • Diversification of investments
  • Holistic review of all assets as part of your overall financial plan

Retirement Planning

  • When you can retire
  • How much you can spend in retirement
  • Strategies for creating a paycheck from your investments – so you don’t outlive your money

College Planning

  • The best ways for your family to save for college
  • Sources of funding for tuition
  • Sorting through the financial aid confusion
  • Helping to explain FAFSA and private college forms

Estate Planning

  • Guidance on trusts and wills
  • How to reduce taxes for your heirs
  • Plan for the unexpected

Risk Management

  • Determining adequate level of life insurance
  • Analyzing whether long-term care insurance needed
  • Protecting your home and assets

Blue Spark Capital Advisors

We're a boutique fee-only Registered Investment Advisory (RIA) and financial planning firm based in New York City and the Berkshires.

We provide planning and investment management services and financial coaching to women, men and their families.

We believe in a holistic approach. Movement in each piece of your financial plan impacts the others, so we consider your entire picture.

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Contact Us

41 Madison Avenue (40th Floor)
New York, N.Y. 10010
(212) 537-3899

93 Church Street
Lenox, Mass. 01240
(413) 551-4445

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"Integrity without knowledge is weak and useless, and knowledge without integrity is dangerous and dreadful."
– Samuel Johnson (1709-1784)
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