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Stark Wealth Management
Stark Wealth Management was founded in 2020 and operates as a registered investment advisor from Bethlehem, Pennsylvania. The team, which lists 16 members...
Overview
Stark Wealth Management was founded in 2020 and operates as a registered investment advisor from Bethlehem, Pennsylvania. The team, which lists 16 members without disclosed individual titles, provides financial planning, wealth management, tax strategy, accounting, business planning, and insurance services — an integrated model designed to address what the firm calls the erosion of wealth through taxes, debt, interest, fees, and premiums. The firm's strategy centers on holistic personal and business balance-sheet management. Rather than traditional institutional asset-class mandates, Stark's deployment model emphasizes recapturing lost dollars through tax optimization, debt restructuring, and insurance planning. The firm maintains a secondary office in Jensen Beach, Florida. With 16 listed team members, Stark Wealth Management operates from two East Coast locations. A May 2024 review of its website confirmed no publicly disclosed AUM, investment vehicles, or named portfolio holdings — consistent with a private wealth practice that does not report like an institutional allocator. The firm offers a complimentary initial financial analysis as its primary client-acquisition entry point. Structurally, Stark differs from a conventional single-family office by operating as an open-architecture RIA serving multiple external clients. Its niche concentration on a single franchise system — Chick-fil-A operators — creates a sourcing model built around a discrete professional community rather than broad wealth-management marketing. This verticalized approach mirrors the affinity-based client-acquisition strategies seen in entertainment or medical-practice RIAs, but applied to quick-service restaurant franchisees.
General information
Firm type
Bank / Wealth / Trust
Year founded
2020
Location
Region
North America
Country
United States
City
Bethlehem
Corporate office
Bethlehem, PA, United States
Additional offices
Jensen Beach, FL, United States
Principals
Mark Sessanta
Team Member
Paul Barry
Team Member
Steve McNeilly
Team Member
Jennifer Immel
Team Member
Christian Spugnardi
Team Member
Hubert Etchison
Team Member
Julie Reardon
Team Member
Kate Morgan
Team Member
Dave Ellerbeck
Team Member
Sarah Lopez
Team Member
Laurie Horwath
Team Member
Jodi Hurowitz
Team Member
Tracey Ellerbeck
Team Member
Billy Dunn
Team Member
Joshua Wildasin
Team Member
Derik Mesquita
Team Member
Sector focus
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