Spartan Wealth Management

Welcome to Spartan Wealth Management

At Spartan Wealth Management, we understand that financial planning can often seem daunting and overwhelming. That's why we're committed to providing our clients with personalized, comprehensive financial strategies tailored to their unique needs and goals. With so many things to worry about in the world, let us take care of your finances so you can have peace of mind.

Private Wealth Management

Our private wealth management services are designed for select individuals who require a higher level of service and attention. Our experienced team of financial professionals will work closely with you to develop a flexible financial strategy that takes into account your short-term needs and long-term goals. We'll help you navigate the complexities of wealth management, from investment management to estate planning, and ensure that your financial strategy stays aligned with your goals.

Retirement Planning

Retirement planning is a crucial part of any financial strategy. Whether you're just starting out or approaching retirement, our team can help you create a retirement plan that works for you. We'll consider your current financial situation, your retirement goals, and your risk tolerance to create a customized plan that will help you achieve the retirement lifestyle you've always dreamed of.

401k Rollovers

If you've recently changed jobs or are retiring, you may be considering what to do with your 401k. At Spartan Wealth Management, we can help you navigate the process of rolling over your 401k into an IRA or other investment vehicle. We'll consider your investment goals, time horizon, and risk tolerance to create a personalized plan that will help you make the most of your retirement savings.

Estate Planning

Estate planning is an essential part of any comprehensive financial strategy. At Spartan Wealth Management, we'll work closely with you to develop an estate plan that ensures your assets are distributed according to your wishes. We'll consider your family's needs, your financial situation, and your long-term goals to create a customized plan that will give you peace of mind.

Social Security Planning

Social Security benefits can be an important part of your retirement income. At Spartan Wealth Management, we can help you maximize your Social Security benefits by creating a customized plan that takes into account your retirement goals and your work history. We'll help you navigate the complex rules and regulations surrounding Social Security benefits to ensure that you receive the maximum possible benefit.

College Planning

If you're a parent or grandparent, college planning is likely a top priority. At Spartan Wealth Management, we can help you create a college savings plan that fits your budget and your goals. We'll consider your child's age, your financial situation, and your long-term goals to create a customized plan that will help you save for your child's education.

Real Estate

Real estate can be an important part of any financial strategy. At Spartan Wealth Management, we can help you navigate the complexities of real estate investment, from property selection to financing. We'll consider your financial goals, your risk tolerance, and your investment horizon to create a customized real estate investment plan.

Tax Mitigation

Taxes can have a significant impact on your overall financial picture. At Spartan Wealth Management, we can help you create a tax mitigation strategy that will help you minimize your tax liability. We'll consider your investment income, your retirement accounts, and your deductions to create a customized plan that will help you keep more of your hard-earned money.

Life Insurance

Life insurance can provide financial security for your loved ones in the event of your untimely death. At Spartan Wealth Management, we can help you select the right type of life insurance for your needs, from term life insurance to whole life insurance. We'll consider your family's needs, your budget, and your long-term goals to create a customized life insurance plan.

Charitable Giving

Charitable giving can be a rewarding and fulfilling part of your financial strategy. At Spartan Wealth Management, we can help you create a charitable giving plan that aligns with your values and your financial goals. We'll consider your charitable interests, your budget, and your tax situation to create a customized plan that will help you make the most of your charitable giving.

Meet the Team at Spartan Wealth Management

Our team is made up of experienced financial professionals who are dedicated to helping our clients achieve their financial goals. From investment management to estate planning, our team has the expertise and experience to provide our clients with personalized, comprehensive financial strategies.

Keith Borgfeldt, Founder and President

Keith Borgfeldt started Spartan Wealth Management in 2010 with the mission of offering clients a true wealth management experience. He brings over 20 years of successful financial services experience to Spartan Wealth.

Michael Bow, CPA, CFP, CFF

Michael Bow has over 35 years of financial services experience as a wealth consultant. He has built a highly successful practice around investments, retirement, and estate planning, as well as income tax return preparation.

Stacy Borgfeldt, Director of Marketing and Operations

Stacy Borgfeldt brings many years of client service experience to Spartan Wealth. She oversees marketing and operations and is dedicated to providing exceptional service to our clients.

Thank you for considering Spartan Wealth Management for your financial needs. We look forward to the opportunity to work with you and help you achieve your financial goals.