Sharp Financial Services, LLC
Sharp Financial Services, LLC, the wealth-management division of The Sharp Financial Group, was founded by Michael H. Sharp, CPA in 2000. As Mike was building his tax and accounting practices, he determined that there was a void in the type of financial advice being provided to many of his clients. Mike understood that while most professional wealth managers were well versed in financial products, they lacked a strong accounting and tax background that is necessary to fully comprehend the products and understand the impact on the clients. Mike also believed that personalized communication was essential to providing exceptional customer service. These same principles still guide Sharp Financial Services, LLC today.
Sharp Financial Services, LLC is a boutique private wealth management firm that strives to provide sound financial advice with expert tax guidance. Our skilled professionals create comprehensive and personalized financial strategies that are flexible and can adapt to life’s changes. Built on trust, Sharp Financial Services will strive to become your partner in pursuing your personal financial goals.