Sharma Wealth Management with over 17 years of award winning experience in the financial services industry, delivering on the promise of comprehensive financial planning for all business professionals and families. Our team prides itself on its customized client centric approach to Financial Planning and elevated service standards that surpasses client’s expectation. We believe in giving back to our community and are actively involved and support many local charities and not for profit organizations.
Our mission is to help our clients make smart investment and financial decisions through professional relationships based on trust and personalized service. We accomplish this mission by offering holistic, comprehensive financial planning to help clients prioritize and attain their life goals.
Our Investment philosophy is based on the belief that markets and investments cannot be timed, and success is achieved through a patient and disciplined approach to investing. A customized portfolio is created through comprehensive planning that is based on each client’s individual risk profile to achieve their desired goals.