Spartina Wealth Management

Your Finances Made Clear

Financial advisor in Vancouver, WA (show on map)

Boutique financial advisory firm building custom portfolios and financial plans with a 360-degree approach to wealth management.

Call (877) 799-9333

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About

Spartina Wealth Management is a boutique financial advisory firm founded by Dina Castro. The firm provides strong, sound financial advice for long-term goals and clarity for your future.

They build custom portfolios and financial plans using a 360-degree approach, ensuring no detail is missed. Their client experience emphasizes communication, accessibility, and education, treating clients as individuals with stories rather than numbers. Services include retirement planning, tax-efficient strategies, estate planning, social security timing, and investment management. The firm is registered with FINRA/SIPC through Kestra Investment Services and Kestra Advisory Services.

Boutique firm with personalized attention

360-degree comprehensive financial planning approach

Emphasis on communication and accessibility

Bilingual advisor (Greek/English)

No financial jargon - plain language education

Founder-led with 15+ years of experience

Independent advisory with unlimited resources

Services

Boutique Financial Planning

Custom financial plans designed to fit individual lifestyles and goals, with a 360-degree approach covering all aspects of financial life.

Custom portfolio construction 360-degree financial review Ongoing plan adjustments No universal plans - fully personalized

Retirement Planning

Comprehensive retirement strategy including distribution planning, tax-efficient income streams, and social security timing.

Distribution strategy for retirement income Tax-efficient retirement income Social Security timing optimization Pension decision support Outliving retirement money planning

Estate Planning

Protecting wealth and safely transferring estate to loved ones for future generations.

Wealth protection Estate transfer strategy Legacy planning for generations Insurance planning

Investment Management

Custom portfolio construction and ongoing investment management to grow wealth over time.

Custom portfolio engineering Ongoing monitoring and adjustments Growth-oriented strategies Risk-managed approach

Tax Strategy

Tax-efficient financial strategies to minimize tax burden and maximize after-tax returns.

Tax-efficient income strategies 1035 exchange guidance Retirement tax optimization General tax planning education

Credentials & Certifications

FINRA BrokerCheck

Kestra Investment Services, LLC - FINRA/SIPC Member

Kestra Advisory Services, LLC - Investment Advisory

Frequently Asked Questions

What is Spartina Wealth Management's approach to financial planning? +

They use a 360-degree approach to financial planning, coordinating all small details that add up to one fine-tuned plan. They listen to clients' needs first and build custom plans that fit each individual's lifestyle and goals.

What makes Spartina Wealth Management different from other financial advisors? +

They are a boutique firm emphasizing communication, accessibility, and education. They treat clients as individuals with stories, not numbers. They speak plain language without financial jargon and provide timely responses.

Does Spartina Wealth Management help with retirement planning? +

Yes, they help with retirement planning including distribution strategies, tax-efficient income streams, social security timing, pension decisions, and addressing concerns about outliving retirement money.

Is Spartina Wealth Management a registered investment advisory firm? +

Yes, the firm operates through Kestra Investment Services, LLC (member FINRA/SIPC) and Kestra Advisory Services, LLC for investment advisory services.

What financial calculators are available on the Spartina Wealth website? +

Available calculators include Retirement Income, IRA Income, My Retirement Savings, Estimate Your RMD, Roth 401(k) vs. Traditional 401(k), and Assess Your Life Insurance Needs.

Who is the founder of Spartina Wealth Management? +

Dina Castro is the founder and financial advisor at Spartina Wealth Management. She is a first-generation American with over 15 years of experience in the financial industry.

What languages does the Spartina Wealth team speak? +

Dina Castro is bilingual and Greek is her second language, indicating the team can serve English and Greek-speaking clients.

What topics are covered in Spartina Wealth's educational content? +

Topics include retirement planning for women, the cycle of investing, healthcare costs in retirement, social security benefits, estate planning, tax strategies, and investment fundamentals.