Nick Hopkins
Partner, Director of Tax Services

Lisa Purichia
Director of Entrepreneurial Services & Employee Benefit Services

Tom Sponsel
Managing Partner

Jason Thompson
Partner, Director of Valuation and Litigation Services

Wealth Management

Whether for the family office, company executive or personal portfolio, Sponsel CPA Group has the expert strategy and advice to guide you in successfully managing your wealth. Our aim is not to sell you a product, but to work with other wealth management professionals and specialists – legal, insurance, etc. – to provide you with seamless advice on selecting the investment vehicles that are right for you.

  • Experienced, executive-level wealth management counsel and investment planning services tailored specifically to your family's personal needs and objectives

  • A holistic financial plan that encompasses both short-term and long-term goals

  • Professional expertise to help you make better spending decisions, understand your financial position, determine your risk tolerance and establish a time horizon for achieving financial security

  • Partnering with other wealth management experts (investment and insurance advisors, attorneys, etc.) to work as a cohesive team in serving you, the client

Financial Planning
Our financial planning services are designed to provide you with right advice for all stages of life. We will help you identify short-term and long-term goals and financial needs, and then strategize and implement a plan of action that meets your objectives. Sponsel CPA Group partners with other professionals to maximize the value we add to your wealth management success.

  • Retirement planning

  • Education planning

  • Investment planning and management

  • Risk management

  • Estate planning

  • Charitable giving

  • Proactive tax planning

Family Office Services
We offer reliable and experienced services that help you simplify the complex life of running your personal financial matters. Click here for more information.

Executive Services
Whether you are the sole owner of your enterprise, a partner in a number of business ventures or an executive of a publically owned company, you may have specialized needs, including: significant confidentiality; a complex compensation system; a higher level of financial planning and analysis than offered by most financial planning professionals. Sponsel CPA Group offers specialized services to assist the busy CEO or executive in their planning, including:

  • Executive payroll services

  • Valuation services

  • Alternative compensation plans