Blue Spark Capital Advisors is a fee-only boutique wealth management firm providing holistic and objective financial advice to women, men, and their families. By considering all of our clients’ investment and life goals as a whole, we are able to provide comprehensive service and support.
We offer a disciplined approach to your financial life, with objective solutions based on thorough financial planning and a diversified investment approach.
Whether you are building assets for the future, or seeking to protect and pass on what you already have, our financial planning and investment advisory expertise can help you each step of the way.
Our Mission
We aim to simplify our clients’ financial lives, optimize their investments, and organize their personal financial planning. We work individually with each client, to help them develop a cost-efficient plan that is right for their unique financial circumstances, to grow and protect their wealth and achieve their most important financial goals.
Our fee-only asset management services include:
- Investment planning
- Portfolio design and asset allocations
- Retirement funding
- Retirement income
- College funding
- Tax planning
- Estate planning fundamentals
- Lump-sum distributions and sudden money events
- Cash flow planning
- Debt reduction
- Insurance needs analysis
- Employment benefits
- 401(k) allocations and other retirement rollovers
We are based in the Flatiron district of Manhattan 10010 and in the Berkshires, Lenox, Mass. 01240
