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Sharma Wealth Management with over 17 years of award winning experience in the financial services industry, provides comprehensive financial planning for individuals and families, professionals, and business houses. Our team prides itself on its customized client centric approach to Financial Planning and elevated service standards that surpasses client’s expectation.Our advisors guide our clients in all six areas of Financial planning including cash flow management, investment planning, retirement planning, estate planning, tax planning and risk management.
To stay up to date with our latest work and future seminars, connect with us on our platforms below.
https://www.facebook.com/sharma.wealth.mgt/
linkedin.com/company/sharmawealth
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.
Insurance
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.
Client Resources
Your one-stop-shop for financial resources, calculators and online applications.