Whether you are investing to ensure a financially secure retirement, pay for a child’s or grandchild’s higher education expenses, protect your money from inflation, or leave a legacy for heirs or a favorite charity, it is important to have a solid investment plan. At Sharpe Wealth Management, we will take the time to understand your investment objectives, risk tolerance, and long-term financial goals. From there, we will work to customize an investment policy statement and investment strategy that will help you take control of your financial future.

We want our clients to understand that investment management is not about beating the S&P 500 or the Dow Jones Industrial Average. Investment management is about maximizing portfolio returns while minimizing portfolio risk. We use a number of tools to help us measure and track our success. One of these tools is the Sharpe Ratio. This ratio is such a great risk/reward measurement we actually decided to use “Sharpe” as part of our firm’s name! 

Don’t wait for the next market selloff. Schedule a meeting with us today so we can help you take control of your financial future.