Financial Planning For You
Business Owners & Entrepreneurs
As a business owner, your personal and business finances are deeply connected. We specialize in financial planning solutions designed to support every stage of your business journey—from growth and tax efficiency to succession planning and retirement. We help you build a strategic roadmap that aligns your business goals with your personal financial objectives, ensuring long-term security and peace of mind.
Families
Financial planning means securing your loved ones’ future and achieving your dreams with confidence. provides personalized strategies for Retirement planning, wealth protection, and legacy building. For families, financial planning means securing your loved ones’ future and achieving your dreams with confidence.
Executives
Strategic financial planning is essential to maximize your compensation, manage taxes, and secure your financial future. We offers customized solutions to help you optimize benefits, plan for retirement, and build lasting wealth. We provide the guidance you need to achieve your personal and professional financial goals confidently.
A Team You Can Trust
Pranshu Saini
Associate,
Sharma Wealth Management
Naresh Sharma
Director,
Sharma Wealth Management
Financial Planner, MWISI
Paul Church
Director of Acquisition
Sharma Wealth Management
Apoorva Sharma
Assistant Manager
Sharma Wealth Management
Our Values

Personalized Support
Reliable, client-focused service that evolves with your financial needs.

Long-Term Planning
Your future matters — we plan with purpose and vision

Goal Driven Actions
Focused on results that reflect your personal financial objectives.

Expert Advice
Decades of expertise guiding every financial decision you make.

