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100 Tournament Drive, Suite 250
Horsham, Pennsylvania 19044
(215) 659-2130

Wealth Management

Sharp Financial Services, LLC utilizes a holistic approach to managing wealth. We have found that there are 8 Wealth Management Issues most important to our clients and their families. We evaluate these issues to provide a comprehensive financial analysis and plan for your future. As you go through the stages of life, our advisors can help you adjust your plan and stay on track with your financial goals.

  • Investment Management*
  • Retirement Planning*
    • IRA Rollovers, IRA & 401k Management, Annuities
  • Cash Flow and Debt Management
  • Family Risk Management
    • Term and Whole Life Insurance Policies
    • Disability and Long-Term Care Policies
  • Estate and Gift Tax Planning
  • Education Planning
    • College 529 Plans*
  • Legacy Planning
  • Business Planning