Best Financial Advisors in Sparks

American Wealth Management offers financial planning to the locals of Sparks. The firm helps its clients set and achieve their lifelong financial goals through a customized strategy that reflects who they are and what they value. Some of their services are risk and investment management, financial planning, and tax and estate planning. Patricia Meidell, a Certified Financial Planner, founded American Wealth Management in 1992. She is on the Board of Trustees for National Endowment for Financial Education.

Mt Rose Financial serves individuals, families, and private business owners in Sparks. Committed to helping them achieve their financial objectives, the company provides them with financial, retirement, estate, tax, and risk management planning services. Sole proprietor Barry M. Rosenberg uses industry-standard tools, strategies, and techniques in protecting and optimizing every client’s financial position. He earned the Certified Financial Planner Professional designation in 1993. In addition, Mt Rose Financial provides asset protection and capital preservation assistance.

Nevada Family Wealth helps clients in Sparks in customizing a financial plan according to their goals. It offers its wealth planning services and investment advice to licensed professionals, closely held business owners, relocating Californians, retirees, and independent women such as widows and divorcees. Its team of financial advisors works with clients to address every essential financial matter in their lives. This allows them to create a suitable financial roadmap based on the clients' interests and tailored to their specific situation.

Peterson Wealth Management is an independent fiduciary firm with offices in Sparks and Fallon. It assists clients in managing and investing their money, providing comprehensive financial planning services. Its advisors give insights on preparing for desirable retirement lifestyles and managing investment portfolios. They also offer assistance with estate planning and education funding, as well as life, disability, and long-term care insurance. Principal D. Scott Peterson has series 6, 7, 63, 66, and 24 security licenses.

Founded in 1996, Sage Financial Advisors is a firm that serves individuals and businesses in the Sparks area. It helps clients manage their finances and prepare for their future by providing them with a wide range of services, including financial planning, risk management, investment management, and corporate retirement planning. Its professionals work with customers to analyze their current financial situations and create a plan that matches their goals. Brian Loy, the president of the company, has earned the CFA and CFP designations.

Tahoe Rim Wealth Advisors is a firm that serves the residents of Sparks. It provides financial planning services across a range of areas—including estate, retirement, and taxes—and recommends investment options, such as bonds and common stocks. It also offers disability income, life, and long-term care insurance. Its financial advisor Joanna Moran works with Cetera Advisor Networks LLC and has experience assisting business owners, executives, professionals, and retirees alike in the efficient allocation of their financial assets.

Vantage Wealth Planning is a firm serving Sparks. It provides a range of personalized services that handle various areas of financial life. It offers individual planning services that are customized to their clients’ financial goals, including wealth accumulation and management. In addition, it offers retirement plan management for businesses, including qualified retirement plans, fiduciary protection, and institutional class investing. Its process includes asset allocation, Investment Policy Statement implementation, rate of return targets, rebalancing, risk tolerance, and security selection.