About
Get to Know Spartina Wealth Management
It’s our mission to help you design a secure future, making strategic financial decisions based on the goals and aspirations you want to achieve. Communication is the most important part of what we do. It’s the most important part of every relationship, isn’t it? Communication goes both ways. We give you advice based on our experience and insight into your individual situation, and in turn you have access to our knowledgeable team for any questions and concerns you may have.
Spartina Wealth Management strives to provide exceptional client service and serve as a full service wealth management firm. That means we take a look at the complete financial picture, not just one isolated part. We’re interested in ensuring every part of your financial life is operating in concert, to position you to reach your potential.
We’re here for life goals like planning for retirement or preparing for a new baby, but we take it one step further looking out for your best interests.
Things like:
- Addressing concerns around outliving retirement money by creating the best distribution strategy possible
- Creating a tax efficient income stream in retirement
- Making crucial decisions about when to start taking social security
- Deciding what to do with your pension
- Or protecting your wealth to safely transfer your estate to your loved ones in the future
We’re here to look out for you as you make important choices that impact your future and that of your family.
Your Experience at Spartina Wealth Management
We speak your language. No financial jargon that’s difficult to understand or meant to confuse you. If you feel like it's all Greek to you, we will translate! Dina is bilingual and Greek is her second language.
You get the truth. Our team has a reputation for being hard working and honest.
No waiting to hear back. When changes are required or something needs to be updated, you hear from us in a timely manner.
Get all the knowledge you need. Education is powerful and we’re glad to share as much information as possible.
The Spartina Story
Relationships that last. Community built on a strong foundation. Doing what’s right, with hard work and conviction.
This is the kind of company Dina envisioned when she founded Spartina Wealth Management.
“I genuinely care for the health and wellbeing of my clients. Education is power, and I want my clients to have any and all the tools they desire at their disposal with the freedom to ask questions and talk openly with me.”
- Dina Castro, Spartina Wealth Management
A first generation American, hard work and sacrifice were part of Dina’s life growing up. The daughter of entrepreneurs herself, Dina witnessed how hard work and sacrifice can produce opportunity. Dina comes from a family where hard work, honesty, and loyalty were core values. She started her career while working for a Wall Street-based investment company where she built client relationships from the ground up, earning the respect and loyalty of every person she met with.
After more than 15 years with the same firm, she started to ask herself if she would be able to provide better service for clients by going independent. To align her career more with her high ethical standards, she went independent. This means she has unlimited resources at her disposal to help clients pursue financial growth. The firm’s name is a subtle nod to Dina’s Greek heritage, embracing her diligent work ethic, commitment to integrity, and cultivating custom financial blueprints for her clients as an independent advisor.