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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...
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 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. Its website signals a deliberate focus on Chick-fil-A franchise operators, a niche client segment alongside general individuals and high-net-worth families. 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
Frequently asked questions
What is Stark Wealth Management?
Stark Wealth Management is a bank / wealth / trust headquartered in Bethlehem, United States.
When was Stark Wealth Management founded?
Stark Wealth Management was founded in 2020.
Where is Stark Wealth Management headquartered?
Stark Wealth Management is headquartered in Bethlehem, United States, in the North America region.
What does Altss track for Stark Wealth Management?
Altss maintains an OSINT-verified profile of Stark Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Stark Wealth Management's website?
Stark Wealth Management's public website is starkfinancialgroup.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Stark Wealth Management?
Stark Wealth Management is classified by Altss as a Bank / Wealth / Trust, operating from United States within the North America region.
How does Altss source intelligence on Stark Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Stark Wealth Management's Altss profile last updated?
Stark Wealth Management's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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