Spartan Planning & Wealth Management
Spartan Planning & Wealth Management is a financial planning and wealth management firm headquartered in Greensboro, North Carolina. Founded in 2011, the firm provides integrated financial planning and asset management services to individuals and high net worth individuals, as well as some pension and profit sharing plans. The firm has 5 employees, of which 80% are focused on investment management. Spartan Planning primarily serves U.S. clients, with a focus on personalized solutions tailored to each household or business's financial objectives and needs.
Investment Strategy
Spartan Planning & Wealth Management employs a personalized investment strategy emphasizing the individual needs, risk tolerance, time horizon, liquidity requirements, and growth or income expectations of each client. The firm conducts thorough assessments through questionnaires, documentation, and client discussions to formulate holistic financial planning recommendations, which are implemented and regularly monitored. The approach includes both discretionary and non-discretionary account management and covers advice for held-away accounts and retirement plans, using platforms like Pontera for external account oversight. Investment restrictions and objectives can be tailored at the client's request, and the firm strongly adheres to the Certified Financial Planning Board of Standards' process, focusing on long-term, client-driven outcomes.
Top Holdings
Equity Positions (76)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPTM | SPDR SERIES TRUST | 12.68% | $16.2M | 201,382 | $72.88 | $80.65 | +$1.4M |
N NVDA | NVIDIA CORPORATION | 7.00% | $9.0M | 48,015 | $144.86 | $186.58 | +$1.4M |
H HEGD | LISTED FDS TR | 6.64% | $8.5M | 341,333 | $22.83 | $24.92 | +$835.2K |
S SPDW | SPDR INDEX SHS FDS | 6.30% | $8.1M | 188,572 | $36.35 | $42.79 | +$713.3K |
M MSFT | MICROSOFT CORP | 6.09% | $7.8M | 15,056 | $497.41 | $517.95 | +$261.5K |