WAYNE, PA – Alden Investment Group and Sparta Wealth Partners welcome Nate Goad to the team as national partner advisor.
Nate Goad will build out the Florida arm of Sparta in Tampa Bay and the Gulf Coast, servicing clients mainly in Florida, Texas and California. As an MBA and Certified Financial Planner (CFP), Nate will focus on investment management and financial planning.
Nate began his career as a financial advisor in 2007. He has a background in private banking and RIA models, hedge funds, institutional and offshore investments, direct investment, advanced financial planning and institutional investment strategies focused on sustainability. Previously with an independent RIA, multinational financial institution’s home office and regional private bank delivery model, Nate was based in their private wealth management group. In 2019, Nate won the Chairman’s Club award as one of the top 10% of advisers nationally.
When asked why he decided to join the team at Alden, Nate said, “Sparta gave me the ability to be creative and have the best-in-class investments, planning and tools to serve my clients. The interactions with Lee Calfo have been great to craft things in a way that I can deliver to my clients, with flexibility to meet client needs. I now have direct access to better technology, an enhanced offering of sophisticated investment solutions, planning, trust and back office support, as well as multiple custodians best suited for customized client needs.”
Additionally, Crystalinda Ray joins the Alden and Sparta team as client services manager. She brings over a decade of client service experience in financial services. Prior to Sparta, she most recently served as Practice Manager for an Ameriprise Financial private wealth advisory practice in San Diego, California for over ten years. In this role she focused on providing high quality care to over 900 households while achieving a client satisfaction rating of 96%.
About Alden Investment Group
Founded in 1995, Alden Investment Group is an independent firm with a full-service broker/dealer and registered investment adviser. The firm offers a large and diverse menu of services including individual account management, institutional research, investment banking, private placement offerings, wholesaling services, retirement plans, equity trading, fixed income trading, and options trading, among other broker/dealer and RIA capabilities. The firm has 65 advisors spread across 14 districts and states, including most recently Puerto Rico. The firm has the ability to work with advisors who wish to be fully integrated to an RIA and broker/dealer, or in a hybrid format accessing only the entities they require. The firm offers a robust platform for its advisors built around competitive payouts, with access to unique investment products and a best-in-class compliance program.
About Sparta Wealth Partners
Sparta Wealth Partners is a unique multi-family office company for discerning individuals, families and businesses. They exemplify the strong qualities known in ancient Spartan culture into financial and wealth management, including loyalty, discipline and endurance, to help clients achieve their desired goals. Sparta was specifically designed to solve the industry gap between successful individuals seeking a dedicated advisory team and the inability to purchase their own family office. While many firms seek only to manage assets or sell products as their benchmark for performance, Sparta believes in a transparent macro-advisory model that drives maximum client efficiency.
Blair Thompson serves as president and founder of Sparta Wealth Partners. Using the last 15 years in the financial industry, he developed a uniquely structured and fully coordinated financial services model. Employing his strategic background, Blair assembled a wealth of business and financial resource specialists to meet the full spectrum of client needs all in one place. As the primary point of contact at Sparta, Blair develops an extensive relationship with each of his clients, creating comprehensive plans to meet their priorities and overall objectives. Blair also has strong ties to the military, serving as a civilian on a National Innovation Council with the Department of Defense and as a strategic advisor to companies in the U.S. Special Operations Command Network. Additionally, he is a private capital advisor with NavalX and strategic advisor with SOFWERX, connecting the U.S. Navy and USSOCOM with private sector companies, entrepreneurs and disruptive technologies.