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Building and Retaining Wealth

The Financial Solutions You Need

Financial Planning For You

Sharma Wealth Management has over 23 years of experience helping business professionals and families achieve financial clarity and long-term success. We deliver personalized, goal-driven financial planning with exceptional service that goes beyond expectations. With Sharma Wealth Management, you're not just planning your finances—you're partnering with a team that genuinely cares about your success and your community. Proudly rooted in our community, we actively support local charities and non-profit organizations—because building wealth means giving back.

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.

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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.

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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.

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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

View Full Team

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.

Testimonials

We have been happy client of Sharma Wealth Management for the last 10 years. We are looking forward to their service for many more years to come.

Ramakrishnan V

My wife and I have been clients with Naresh and Renu for 15+ years. We attended one of their introductory seminars and became interested in what they had to offer. We soon became their clients and since then have never looked back. Naresh and Renu are a formidable team and take on ownership, responsibility, and accountability of our hard earned finances. They have put into practice strategies to grow our net worth that will allow  us to leave a legacy for our children and grandchildren. A big thank you to the Dynamic Duo (as we affectionately call them) for being with us and guiding our financial investments journey

Yogesh P

Excellent service with excellency.

Mohini D

Mr. Naresh is a financial industry expert as well as a great mentor. He is always up-to-date with market trends and new funds availability. We feel secure with our finances by working with Sharma Wealth Management and we highly recommend their services.

Shivika L

Wish I could give Naresh Renu Inderpreet & Kanwaljot 10 stars. We have been clients directly/indirectly for over 10 years. Our experience with them has been extraordinary. Very knowledgeable, giving us the most suitable option for all our financial needs. They have been outstanding to deal with. Thank you for making our financial journey painless.

Anand L

I'm grateful for the way Sharma Wealth Management conducts annual review meetings to keep me updated on my financial goals.

Melissa Z

Naresh's services have always been excellent.

Surekha P

Sharma Wealth Management has given exceptional service to me and it's because of Naresh my retirement is possible. This company takes planning seriously and I am happily retired

Shobha M

I am so happy with your services, with Renu and Naresh. All that Sharma Wealth Management has done for me.

Hillary C

The best service for financial planning. With the vast knowledge of finance management team and the personal relationship with clients makes easy to understand and invest the money without fear.

Usha K

I have been a client of Naresh for a long time and he is a great guy. I highly recommend his services.

Ashok G

I would give Mr. Naresh and team 10 stars. We have been their client. The expertise, experience and financial guidance they provide is an epitome of financial growth and success. A true gentlemen, mentor as well as a great friend.

Ajay L

I have been dealing with Sharma Wealth Management for over 10 years and I am so happy & privileged to be their client. They have helped me in every stage of my life and always kept me updated regarding my portfolio. My heartfelt thanks to Renu ji and Naresh for all their support. Wishing them lots of success.

Surekha & Rajni

During this pandemic, Naresh and his team were able to provide excellent service and gave great advice while assisting us from home. They made us feel comfortable and ensured us that we were in stable hands. Thank you for giving us a peace of mind!

Rekha V

Excellent personalized and professional service.

Vikas M

So far so good. You have always provided first rate service. Hopefully, you will be able to assist us in getting through this pandemic and minimize our losses.

Henny V

Wish I could give Naresh Renu Inderpreet & Kanwaljot 10 stars. We have been clients directly/indirectly for over 10 years. Our experience with them has been extraordinary. Very knowledgeable, giving us the most suitable option for all our financial needs. They have been outstanding to deal with. Thank you for making our financial journey painless.

Anand L

I've had a smooth experience with Sharma Wealth Management's services, everything has been great.

Rajesh P

Sharma wealth Management has done an excellent job for my family for more than 13 years. We are pleased by their services.

Ravindra D

My Family has been a client of Sharma Wealth Management for a really Long time, Naresh and Renu truly cares and treats us like a family. Thank you for your services and support!

Manjinder G

We have been happy client of Sharma Wealth Management for the last 10 years. We are looking forward to their service for many more years to come.

Ramakrishnan V

My wife and I have been clients with Naresh and Renu for 15+ years. We attended one of their introductory seminars and became interested in what they had to offer. We soon became their clients and since then have never looked back. Naresh and Renu are a formidable team and take on ownership, responsibility, and accountability of our hard earned finances. They have put into practice strategies to grow our net worth that will allow  us to leave a legacy for our children and grandchildren. A big thank you to the Dynamic Duo (as we affectionately call them) for being with us and guiding our financial investments journey

Yogesh P