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Bank / Wealth / TrustRIA · CRD 309422SEC-Registered

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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

Real EstateFinancial Services

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