JENKINTOWN, PA – Sparta Wealth Partners joins Alden Investment Group with new Charlotte, North Carolina office.
Heading up Sparta Wealth Partners is founder and president, D. Blair Thompson, formerly of Thompson Financial Partners, and a 2017 Top 100 Advisor in the U.S. by Bank Channel Magazine. With previous responsibility for over $600 million in assets under management, Blair brings 15 years of private banking experience to the table, including expertise in investment management, real estate investment, insurance, mergers and acquisitions, advanced planning and other family office services.
Blair Thompson explains why he chose to work with Alden’s broker-dealer, “We were looking for a place where we could find growth and flexibility. Alden offered us the ability to create a new family office vertical within a community of advisors and clients, while building the Sparta community of clients and advisors in parallel.”
Recognized in 2019 as one of the largest and fastest-growing independent broker-dealers by Financial Planning, Alden Investment Group continues their growth strategy into 2020. The new Sparta Wealth Partners location in Myers Park in Charlotte, NC extends the reach of local Alden advisors into the southeast, while also expanding their customized family office, banking and lending services to clients and advisors in the Charlotte, Raleigh, Durham, Chapel Hill and Charleston, SC areas.
“We’re thrilled to add Blair and Sparta to our lineup of highly-qualified, specialized, local financial advisors,” says Lee Calfo, CEO of Alden. “This is another exciting year of growth for us at Alden Investment Group.”
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.
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 57 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.