Financial Advisors for the LGBTQ+ Community

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  • čas přidán 8. 05. 2024
  • Please complete this form if you're interested in working with Spark!
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    OR Complete it on our full website at www.sparkwealthadvisors.com/l...
    Hey, I’m Jake - Partner and Co-founder of Spark Wealth Advisors. My husband, Chris, and I noticed something during our careers as advisors prior to starting Spark:

    The LGBTQ+ population was severely underrepresented in the group of clients we served.
    We figured this could be due to one of 2 things:
    1. Our community didn’t feel comfortable reaching out to a generalist advisor at a "big-box" firm, where they may be judged or not fully understood. And let’s be honest, just because a corporation participates in Pride month, doesn’t mean everyone that works there is going to be accepting of who we are.

    2. Our community is skeptical of the financial services industry as a whole, which studies have shown is the case.
    Either way, we saw this as a problem.
    We started Spark to build a safe and welcoming environment for the LGBTQ+ community to be able to work through their financial goals with someone that shares their values and understands their unique relationships and lifestyles. And selfishly, we wanted to work with people like us for the same reasons.
    No matter where you are on your journey, we meet you where you are and help you organize and optimize your finances. We’d love to hear from you - so schedule a time for a complimentary meeting by completing the short form posted above.

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