Our team of highly experienced financial planners, portfolio managers, and investment advisors are dedicated to providing you with personalized wealth management programs tailored to your unique lifestyle.
Whether you're interested in one of our financial planning features or a comprehensive package, you deserve more than a complacent approach. We'll work relentlessly with you to develop a strategic plan that helps you achieve your desired results and secure your financial future.
Commonly used interchangeably with financial planning, Wealth Management is an investment advisory discipline that incorporates traditional financial planning services and several other financial services, such as professional investment portfolio management, estate planning, retirement planning, etc., as well as coordination with other financial professionals.
Our flagship Wealth Management program provides an in-depth, personalized financial plan tailored to your financial goals encompassing a complete assessment of your assets, liabilities, cash flows, expenses, and investment portfolio(s).
Retirement Planning is probably the most difficult area of the financial planning process for individuals. This is because, for most people, retirement seems so far away.
In these uncertain times, planning for the distant future becomes increasingly difficult. You could spend a third of your life in retirement.
Will you find those years the golden times we all dream of or a constant struggle to pay bills? If you haven’t begun planning for your retirement, we’ll help you get started.
Portfolio Management
Portfolio management concentrates exclusively on the management of investment assets and is best for clients who prefer active portfolio management of their assets.
We will conduct a complimentary analysis of your existing portfolio, prepare a personal risk assessment, create an alternative portfolio for your review and implementation and manage the portfolio on an ongoing basis to maximize returns.
Assets we can manage include but are not limited to stocks, fixed income, ETF’s, mutual funds, treasuries, alternative assets (such as real estate, venture capital, and private equity.
Entrepreneur Program
From “mom and pop” business owners to large organizations, our entrepreneur program addresses the needs exclusive to the business owner.
Elements within this program include business retirement plans, business continuation, insurance planning, key employee planning, employee wellness, and business analysis.
When starting your investment journey, we believe in beginning with a conversation that allows us to get to know you and, more importantly, allows you to get to know us. Whether you have a simple question or would like a quick introductory discussion, speaking with one of our team members is the best way to understand how we can add value to your financial journey and help you achieve your goals.
Just Getting Started...
Complete our contact form
If you have simple questions or inquiries and are considering us for the future, please fill out our contact form to get in touch with us.
Actively Seeking...
Introductory Discussion
If you are actively seeking a new financial partnership or are interested in one of our financial programs or investment products, we encourage you to schedule an introductory consultation with our team.
A subsidiary of The Spaventa Group (“TSG”), TSG Alpha Partners (“TSGA”), is a Wealth Management and Investment Advisory firm. Our firm offers personalized financial planning and investment management to individuals, professionals, and small businesses.
As fiduciaries, TSG Alpha Partners will tailor portfolios and strategies around your personal life, financial goals, and objectives. We are focused on developing meaningful, lifelong relationships with all of our valued clients.
Your Guide to Avoiding the Top 5 Retirement Mistakes
Sure, savings is important, but without a strategic plan, it's a recipe for disaster. The stakes are even higher and the oversights are more costly when you're trying to build and protect a legacy. Knowing the retirement mistakes to avoid is a good first step.
Your goals are the foundation for customized portfolios comprising of passive and active solutions, with access to public and private markets.
At TSG, we offer you a dedicated arsenal for your financial success, comprising a financial advisor (or planner), portfolio manager, and portfolio analyst, along with educational resources such as ongoing webinars, whitepapers, and economic updates.
Our obsession is to distinguish ourselves from our peers.
Cybercrime is a terrible scourge of humanity. However, the good news is that there are many...
Drew Spaventa, Founder & CEO The Spaventa Group
Investing, the way it should be
Our commitment and dedication to our LPs, clients, colleagues, and partners is unmatched in the industry. We look forward to the opportunity of establishing a long-term, successful relationship with you.
