Blue Spark Financial, in NYC and the Berkshires ©2012-21
Fee-Only Wealth Management in NYC and Mass.
“ADV” documents describe how we do business, and the federal government requires all registered investment advisory firms to make them available to clients. We update our Regulatory Form ADVs by April 1st of each year and urge clients to read them annually.
Download our ADV: 2020 ADV2A. BLUE SPARK FINANCIAL
We're a fee-only Registered Investment Advisory and financial planning firm based in New York City and the Berkshires.
We specialize in working with women after divorce, death of a spouse, or other life transitions such as retirement or job change. We provide financial planning and investment management services.
We believe in a holistic approach. Movement in each piece of your financial plan impacts the others, so we consider your entire picture.
