Spartan Wealth Management
Joseph Mansoor currently serves as the Managing Partner and Director of Wealth Management at Spartan Wealth Management, a position held since August 2022. Prior to this role, Joseph held various positions at UBS Wealth Management, including Vice President and Account Vice President from March 2021 to August 2022, and Financial Advisor from August 2015 to March 2021. Earlier in the career, Joseph worked as a Private Client Banker at JPMorgan Chase & Co. from March 2010 to August 2015.
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Spartan Wealth Management
We believe in crafting customized strategies that give you confidence in your future. Our plan is to cater to your needs through education and unparalleled personal service, dedicated to your financial freedom, with strategies that aim to provide security during economic uncertainty. With over 100 years of expertise, our team of professionals help you understand your finances and how to maximize your investments. As your life evolves, we are here to help guide your journey to financial success and stability. We are Financial Advisors who invest in you. At Spartan Wealth, we strive to build life-long partnerships with our clients. Securities and advisory services offered through Cadaret Grant Co., Inc., member FINRA/SIPC. www.finra.org, www.sipc.org. Spartan Wealth Management and Cadaret Grant & Co. Inc. are separate entities. Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.