Our Process


Michael Sharp recognizes that every investor is unique and that money plays an important role in reaching one's goals. It's about having the financial security you need to live your life the way you want. It's about enjoying your success, spending time with your family, and creating memories that last for generations.

Since money is such an important factor, it requires professional attention. Most importantly, it requires professional attention that acknowledges all your goals in life - not just financial goals. In addition to helping you manage your investments and finances, the Sharp Wealth Management Group can help you plan your retirement, save for a family member's education, protect your lifestyle, fund a major purchase or create your legacy. Whatever your goals, we can help. This is the essence of our approach to wealth management.

Sharp Wealth Management will help you

  • Establish and clarify your needs and opportunities

  • Establish goals specific to you, your family, or your business

  • Facilitate the solutions you need to effectively manage your wealth and reach your goals