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.
We deliver personalized advice that goes beyond the numbers.
We take the time to understand what really matters to you.
Explore your current Situation
It all starts with a conversation. We will learn a lot about you and your current financial situation, which helps us to personalize our relationship with you.
Get clear goals and objectives
Every situation is unique. We take the time to explore all the life goals, financial aspirations and concerns you have for yourself and for your family.
Build a personalized Plan
Your wealth management strategy will be adapted to you and your objectives. We provide effective, tailored strategies focused on both short and long-term needs.
Customized Asset Allocations
Managing significant wealth requires that we develop a customized combination of assets to reduce risk, seize opportunities and minimize taxes.
Implement Integrated Strategies
With your long-term strategies in place, we will actively manage your portfolio by emphasizing capital preservation and advantageous growth from a tax standpoint.
As life and family circumstances change, we will work with you to identity and preset all the relevant scenarios before adjusting your plan.