Spartan Wealth Management LLC

Spartan Wealth Management LLC Private Wealth Management for Select Individuals. With so many things in the world to worry about, don't let your finances be one of them.

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 i

s unlike any firm you have encountered before. Securities offered through Kestra Investment Services LLC (Kestra IS), Member FINRA/SIPC (www.finra.org / www.sipc.org). Investment Advisory Services offered through Kestra Advisory Services LLC (Kestra AS), an affiliate of Kestra IS. Spartan Wealth Management LLC is not affiliated with Kestra IS or Kestra AS.
4690 Sweetwater Blvd., Ste 280, Sugar Land, TX 77479, 281-494-1600. Any posts on this site may not reflect the views and opinions of Kestra IS. Due to various state regulations and registration requirements, I am currently allowed to offer securities only to clients residing in CO, DE, MI & TX. For additional information please contact 844-5-KESTRA. Investor Disclosures: https://www.kestrafinancial.com/disclosures

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
06/03/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

06/01/2026

Learn how insurance deductibles work, and how they can help you save money.

Extended care refers to services needed by those who have a chronic illness or disability.
05/27/2026

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

Your credit score may impact what you pay for auto and home insurance.
05/25/2026

Your credit score may impact what you pay for auto and home insurance.

Your credit score may influence how much you pay for auto and home insurance.

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, m...
05/20/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Your insurance needs don’t stay the same when the nest empties, but what changes?
05/18/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

FORT BEND 2050! Thanks to Fort Bend Regional Partnership & University of Houston for preparing us for an expected popula...
05/14/2026

FORT BEND 2050! Thanks to Fort Bend Regional Partnership & University of Houston for preparing us for an expected population growth of more than 2 million. Thanks to Sidney Evans for the invite to the NRG table!

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
05/13/2026

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Chec...
05/11/2026

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Check out the major provisions of the law.

A timeline covering a few of the major provisions of the SECURE Act 2.0.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

Address

6530 Greatwood Pkwy, Suite A
Sugar Land, TX
77479

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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