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The financial solutions you need

Building & Retaining Wealth

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At Sharma Wealth Management, our focus is to serve successful individuals/families, professionals, business owners, professional corporations in areas of Tax Planning, Investment Planning, Retirement Planning, Business Succession Planning, Estate Planning, Risk Management, Group Plans and Pension Plans.

Financial Planning

We will help organize your finances and achieve your financial goals head on.



Feel financially assured with a variety of insurance products to meet your needs.


Estate Planning

A well-thought-out estate plan is an important pillar of managing your wealth.  



If you’re hesitant about seeking financial advice, don’t worry, we can help!


Client Resources

Your one-stop-shop for financial resources, calculators and online applications. 


Retirement Planning

If you’re worried about outliving your savings, a plan can help.  


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