Our Services

We specialize in working with women facing life transitions, such as retirement, divorce, job change, or death of a spouse or parent. This often means a lump sum that needs to last to support you for the rest of your life.

We have a minimum for new clients of $1m in investable assets, and we are currently taking new clients through referral only.

Here are some of our areas of expertise:

Investment Management

  • Asset allocation
  • Selection of stocks, bonds, mutual funds and ETFs
  • Diversification of investments
  • Holistic review of all securities, real estate and other property 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

Estate Planning

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

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

Risk Management

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

Blue Spark Capital Advisors

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.

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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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– Samuel Johnson (1709-1784)
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