Blue Spark Financial

Blue Spark Financial is a wealth management firm that works mainly with women going through life transitions such as retirement, divorce, a job change, or the death of a spouse or parent. The focus is often on a lump sum that has to support the client for the rest of her life. Services include investment management, retirement planning that covers when to retire and how to create a paycheck from investments, estate planning with trusts and wills, college planning, and risk management such as life insurance and long-term care insurance analysis.

The firm has offices at 31 Hudson Yards in New York City and in Great Barrington, Massachusetts in the Berkshires. New clients need at least $1 million in investable assets and are taken on by referral only.