Spartan Wealth Management

Adam Saghir is a financial advisor at Spartan Wealth Management with one year of industry experience. He holds a Series 66 designation and previously worked at Cadaret, Grant & Co., Inc. from 2023 to 2025. Spartan Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines fundamental analysis and Modern Portfolio Theory to create personalized portfolios using a range of securities, with ongoing monitoring and the discretion to rebalance to meet client objectives.

Ariel Wagner is a financial advisor at Spartan Wealth Management with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Cadaret Grant & Co., Inc. and Cambridge Investment Research Advisors, Inc. Outside of his advisory work, Wagner is the owner of Score Pickleball, LLC. Spartan Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term portfolio construction using fundamental analysis and Modern Portfolio Theory, managing portfolios with a range of investment vehicles and offering personalized asset allocation and portfolio strategies.

Joseph Mansoor is a financial advisor at Spartan Wealth Management in Bingham Farms, MI, with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including UBS Financial Services and Cadaret Grant & Co., Inc. Mansoor also engages in non-variable insurance activities through Spartan Wealth Management. Spartan Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term portfolio construction approach using fundamental analysis and Modern Portfolio Theory, offering customized asset allocation and portfolio strategies through a multi-advisor team.

Amar Mashhour is a financial advisor at Spartan Wealth Management with a Series 65 designation and over eight years of industry experience. He previously worked at MB Advisors from 2015 to 2023 before joining Spartan Wealth in 2025. Spartan Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term portfolio construction using fundamental analysis and Modern Portfolio Theory, managing portfolios through a multi-advisor team.

Derek Damian is a financial advisor with Spartan Wealth Management, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and Cambridge Investment Research. Spartan Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using fundamental analysis and Modern Portfolio Theory, offering personalized portfolio strategies managed by a multi-advisor team.

Kyle Worthy is a CFP® professional with nine years of industry experience, currently affiliated with Spartan Wealth Management in Bingham Farms, MI. His prior experience includes roles at LPL Financial, Cadaret, Grant & Co., Inc., and Sentry Equity Services Inc. Outside of his advisory work, he coaches at the Brighton Pickleball Club. Spartan Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term portfolio construction using fundamental analysis and Modern Portfolio Theory, offering personalized asset allocation and portfolio strategies through a multi-advisor team.

Steven Nofar is a Series 65-licensed financial advisor with nine years of industry experience, currently with Spartan Wealth Management. His prior experience includes roles at Cadaret Grant & Co., Inc., Cambridge Investment Research Advisors, Inc., Sequoia Financial Advisors, LLC, and Cohen & Company, Ltd. In addition to his financial advisory work, he is the president and attorney at Nofar Law PLLC and serves as vice chairman of Epic Care Center Inc., a provider of medical care to underserved communities. Spartan Wealth Management offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm employs a multi-advisor team approach with an investment process focused on long-term portfolio construction using fundamental analysis and Modern Portfolio Theory.

Anthony Mona is a financial advisor with Spartan Wealth Management, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at UBS Financial Services for 15 years and has also been affiliated with Cadaret Grant & Co., Inc. and LPL Financial LLC. Mona serves on the boards of several nonprofit organizations, including the Chaldean American Chamber of Commerce, the Chaldean Community Foundation, and the Chaldean Diocese of Saint Thomas Apostle USA. Spartan Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach based on fundamental analysis and Modern Portfolio Theory, offering personalized asset allocation and portfolio strategies through a multi-advisor team.

Connor Holton is a financial advisor at Spartan Wealth Management with Series 63 and Series 65 credentials. He has been in the industry since 2023 and has experience at firms including Cambridge Investment Research, Cadaret, Grant & Co., and LPL Financial. Spartan Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm uses a long-term investment approach based on fundamental analysis and Modern Portfolio Theory, managing portfolios with a range of asset types through a multi-advisor team.

Ryan Sitto is a financial advisor at Spartan Wealth Management with a Series 65 credential and one year of industry experience. He previously worked at Deloitte from 2014 to 2020 and has been associated with Hope Management Group, Inc. since 2020. Spartan Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach based on fundamental analysis and Modern Portfolio Theory, offering personalized asset allocation and portfolio strategies through a multi-advisor team.

Richelle Verran is a financial advisor at Spartan Wealth Management with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Raymond James and Cadaret Grant & Co., Inc. Spartan Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach based on fundamental analysis and Modern Portfolio Theory, offering personalized portfolio strategies through a multi-advisor team.

Anthony Mansoor is a financial advisor with Spartan Wealth Management in Bingham Farms, MI, holding Series 63 and Series 65 registrations and having eight years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, where he worked for six years. Mansoor provides investment advisory services through Spartan Wealth Management, an independent registered investment advisor. Spartan Wealth Management offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm uses a long-term portfolio construction approach based on fundamental analysis and Modern Portfolio Theory, managing portfolios with a variety of securities and tailoring strategies to client objectives across a multi-advisor team.

Adam Smith is a financial advisor with Spartan Wealth Management in Bingham Farms, MI, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at firms including LPL Financial, Cadaret, Grant & Co., and UBS Financial Services. Spartan Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term portfolio construction using fundamental analysis and Modern Portfolio Theory, offering personalized asset allocation and portfolio strategies within a multi-advisor team.

Zakerie Thompson is a financial advisor at Spartan Wealth Management with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at LPL Financial, Cadaret, Grant & Co., Bank of America, Merrill Lynch, and Northern Trust. Spartan Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term portfolio construction approach based on fundamental analysis and Modern Portfolio Theory, offering personalized asset allocation and ongoing portfolio monitoring within a multi-advisor team.

Farah Kobeissi Nasser is a financial advisor with Spartan Wealth Management and holds a Series 65 designation. She has six years of industry experience, with prior roles at Cadaret Grant & Co., Inc. and Cambridge Investment Research Advisors, Inc. Outside of her advisory work, she is a 30% owner of Sapphire Accounting & Tax Solutions, which provides tax preparation, consulting, payroll, and bookkeeping services. Spartan Wealth Management offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm uses a multi-advisor team approach with an investment process focused on long-term portfolio construction through fundamental analysis and Modern Portfolio Theory.