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Bethlehem, PA Office

Team
Updated today

Client AUM

$233,772,206

Clients

476

Advisors

4

Of 5 advisors across 2 offices

Location

79 West Market St Suite 100

Bethlehem PA 18018

Advisors at this office

4

Advisors at this office

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Christian S

Series 65

Bethlehem, PA

Stark Wealth Management LLC

Christian Spugnardi is a financial advisor at Stark Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he attended Bucknell University and worked as a caddy at Saucon Valley Country Club for ten years. He is also a licensed insurance agent under Stark Financial Group. Stark Wealth Management LLC provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a primarily ETF-based, long-term investment approach supplemented by traditional equities and fixed income, and uses a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory.

Wealth management Passive / index investing Tax-loss harvesting
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Hubert E

Series 65

Bethlehem, PA

Stark Wealth Management LLC

Hubert Etchison Jr. is a financial advisor at Stark Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes roles at Lafayette College and R. Curtis Ehly, CLU. Outside of his advisory work, he has been involved with Twilight Gymnastics and operates entrepreneurial ventures through Hubert Etchison Consulting, LLC and Right Track Realty, LLC. Stark Wealth Management LLC provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients, focusing on ETF-based, long-term strategies alongside traditional equities and fixed income. The firm employs a combination of fundamental, quantitative, and technical analysis, integrating modern portfolio theory with tailored model allocations and periodic risk reviews.

Wealth management Passive / index investing Tax-loss harvesting
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Paul B

Series 66

Bethlehem, PA

Stark Wealth Management LLC

Paul Barry is a financial advisor at Stark Wealth Management LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments and Packerland Brokerage Services. Outside of his advisory role, he serves as treasurer and officer for Cornerstone Church, overseeing the church budget. Stark Wealth Management LLC provides portfolio management, financial planning, and estate-planning facilitation to individual and high-net-worth clients, employing model allocations, modern portfolio theory, and quantitative analysis to support long-term, ETF-focused strategies.

Wealth management Passive / index investing Tax-loss harvesting
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Ellis C

Series 63, Series 65

Bethlehem, PA

Stark Wealth Management LLC

Ellis Chandler III is a financial advisor at Stark Wealth Management LLC with over a decade of industry experience, including roles at EKC Wealth Strategies and Serratelli Financial Group. He holds Series 63 and Series 65 licenses and is also involved in brokering life, health, and fixed annuities. Additionally, he provides expense reduction services to companies, focusing on operational cost optimization and financial efficiency. Stark Wealth Management LLC offers discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients, emphasizing ETF-based, long-term strategies alongside traditional equities and fixed income. The firm integrates multiple analytical approaches and uses managed account platforms and third-party sub-advisers to tailor investment solutions.

Wealth management Passive / index investing Tax-loss harvesting
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