Grow and Protect the Future Lifestyle You Desire
At Spartan Wealth Management we help our clients reach their financial goals by focusing on the uniquely different needs of each situation and providing a level of customer service and personal attention which exceeds our clients’ expectations.
We will help you create the financial security you desire through in-depth interviews, goal determination and plan development. Spartan Wealth Management is unlike any firm you have encountered before.
November 2021 Monthly Market Insights
Stock prices notched solid gains in October as a strong start to the corporate earnings season fired up investors.
We Have Moved!
Come see our new office! Our office is now located in the Offices of Greatwood in Sugar Land. After many years of leasing space in Sugar Land we are so excited to now OWN our office space!
Helpful Content
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.