Who We Are
We Support Clients and their Families Across the Generations
For more than 30 years, our experienced team of advisors has offered carefully crafted planning solutions to clients both in Colorado and nationwide, by combining highly customized insurance, retirement, and estate planning with investment advisory services.
years of financial
years of collective
in client assets under
states where our
of clients in the retirement
distribution phase of life
Sparks Financial is a leading multi-generational wealth management firm built to support and sustain financially successful individuals, their families, and their businesses today and for generations to come.
By expertly managing and simplifying financial complexity, we help people to define, build, and enjoy prosperous lives.
An independent firm with access to the extensive resources of the Northwestern Mutual Private Client Group, we serve more than 400 client families, some spanning four generations. Our team will work with you and your family, and coordinate your trusted network of professionals, including attorneys and accountants, to create an integrated financial planning strategy that achieves your investing, asset protection, and legacy objectives.
Although the path to financial peace of mind can seem puzzling, we have solved many of the most complex wealth management challenges. Sparks Financial’s holistic approach to financial planning accounts for and integrates all of the relevant pieces, drawing on investment portfolio management, insurance planning, tax efficient strategies, education funding, and retirement and estate planning. You can expect unbiased advice from us, every time.
A PERSONALIZED FINANCIAL PLAN INCLUSIVE OF ALL YOUR PIECES
years of collective
Our professionals hold the most respected designations in financial services, including the CERTIFIED FINANCIAL PLANNER™ (CFP®), Wealth Management Certified Professional® (WMCP®), Chartered Financial Analyst® (CFA®), Certified Investment Management Analyst® (CIMA®), Retirement Income Certified Professional® (RICP®), and Chartered Financial Consultant® (ChFC®) credentials.