Blue Spark Capital Advisors is a fee-only boutique wealth management firm providing holistic and objective financial advice to women and their families. We specialize in the needs of women after a divorce, the death of a spouse or parent, or other life transitions like retirement or a job change.
By considering all of your investment and life goals as a whole, we can provide truly comprehensive service and support. We offer a disciplined approach to your financial life, with objective solutions based on thorough financial planning and a solid investment approached based on diversification.
Whether you’re building assets, or you’d like our guidance on how to protect and pass on what you have, our financial planning and investment advisory expertise can help you each step of the way.
Our mission is to simplify our clients’ financial lives, optimize their investments, and organize their personal financial planning. We work individually with you, to develop a cost-efficient plan that is right for your unique financial circumstances. We help you grow and protect your wealth and achieve your most important financial goals. Education can also be a main goal for clients who want to learn more about personal finance and investing.
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
We are based in the Hudson Yards district of Manhattan, New York 10011 and in the Berkshires, in
the town of Great Barrington, Mass. 01230.