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Financial Planning & Wealth Management

Financial planning and investment advisory services are offered through T. Sharp Wealth Management LLC, an independent registered investment advisor.

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As an independently-owned firm, we are committed to providing exceptional personalized services. We believe that true financial success is achieved through a customized approach that recognizes your unique circumstances and goals.  We take an integrated approach that involves exterior finance (relating to clients’ traditional financial matters) and interior finance (clients’ emotional relationships with money).  As an independently operated fee-only Registered Investment Advisor we are dedicated to acting in your best interests and upholding our duty as a fiduciary.  Our dedicated personalized service helps you meet your financial goals during all phases of your financial life cycle.

Growth & Capitalization Stage

Building a strong financial foundation

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This phase of financial planning involves focusing on building wealth and acquiring assets through strategic investment and savings strategies.  Our firm is dedicated to assisting you during this phase of asset accumulation. We understand that building wealth and accumulating assets is a crucial goal, and we are here to provide expert guidance and support. We will help you identify suitable investment opportunities, optimize your asset allocation, and manage risk effectively, ensuring that you make informed decisions to maximize your wealth accumulation potential.

Securing & Safeguarding Stage

Conserving and protecting your assets

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During the securing and safeguarding phase of your life, we are committed to  conserving and protecting your hard-earned assets and ensuring their long-term viability. We understand the importance of risk management and asset preservation. We will assess your current financial situation and goals, and develop a comprehensive plan to protect your assets against potential risks such as market volatility, unforeseen events, or changes in your circumstances. Our expertise in estate planning allows us to provide tailored strategies that ensure the conservation and protection of your wealth, offering you peace of mind for the future. With our proactive approach and ongoing monitoring, we strive to maintain the integrity of your assets and help you navigate any potential challenges along the way.

Wealth Preservation Stage
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Preserving and transferring your wealth with purpose

When you are in the wealth preservation stage of your life, our financial advisory firm is here to guide you through the process of effectively distributing your wealth and making strategic gifts. We understand that this phase requires careful planning to ensure your assets are transferred smoothly and in accordance with your wishes. We work closely with you to develop a personalized distribution strategy that aligns with your goals and takes into account tax implications and legal considerations. We will assist you in optimizing your income streams, managing retirement distributions, and exploring charitable giving options to maximize the impact of your gifts. With our expertise and attention to detail, we aim to help you navigate this phase with confidence, ensuring your financial legacy is preserved and aligned with your values.

With a focus on open communication and collaboration, let us guide you through the complexities of financial decision-making, offering unbiased advice and expert insights.

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