Blue Spark Financial, in NYC and the Berkshires ©2011-16
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: Blue-Spark-ADV-2017
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.
