Sharpe Wealth Management LLC

Wealth Creation By People Who Care

Financial planner in Burleson, TX (show on map)

5.0

★★★★★

19 reviews

Comprehensive financial planning and wealth management services for individuals and businesses.

Call (817) 618-9882

Navigate to Visit website

About

At Sharpe Wealth Management, we believe planning is the ultimate key to long-term financial success. Our disciplined, comprehensive approach combined with our expertise, knowledge, experience, and advanced financial planning tools can help lead you down the path to financial freedom.

We provide services including financial planning, retirement planning, investment management, tax planning, estate & legacy planning, risk management, lifestyle management, exit planning, and more. Our team is committed to serving our clients’ best interests and helping them achieve their financial goals.

Comprehensive financial planning

Customized investment management

Risk management strategies

Estate & legacy planning

Lifestyle management

Exit planning

CFP®-certified professionals

Services

Financial Planning

Comprehensive financial planning services including budgeting, goal setting, and personalized recommendations.

Annual check-ups Customizable meeting schedules Budgeting tools Financial education communication Quarterly market updates

Investment Management

Tailored investment management services focusing on maximizing returns while minimizing risk.

Diversified portfolio construction Risk management tools (e.g., Sharpe Ratio) Quarterly performance reviews Customizable investment strategies

Retirement Planning

Comprehensive retirement planning services to help clients achieve their retirement goals.

Retirement income planning Social Security claiming strategies Healthcare cost analysis Tax-efficient withdrawal strategies

Tax Planning

Strategic tax planning services to minimize tax liabilities and maximize after-tax returns.

Tax-efficient investment strategies Tax loss harvesting Estate tax planning Quarterly tax reviews

Estate & Legacy Planning

Comprehensive estate planning services to protect assets and ensure legacy goals are met.

Will and trust preparation Charitable giving strategies Business succession planning Probate avoidance

Risk Management

Strategies to identify, assess, and mitigate financial risks.

Insurance analysis Portfolio risk assessment Contingency planning Crisis management

Credentials & Certifications

CFP® (Certified Financial Planner)

Reviews

Rating

★★★★★

Reviews

"Very thorough, explains things well and the service is great!"

Frequently Asked Questions

Why do I need a financial advisor? +

Financial planning is crucial for long-term financial success, similar to preventative healthcare. Advisors provide annual check-ups to help avoid financial problems and catch issues early.

Is my money safe? +

LPL Financial is a SIPC member with coverage up to $500,000 per client, including additional protection up to $750 million through London Insurers. This covers losses above SIPC limits.

As a client, how often can I expect to hear from you? +

Frequency depends on the chosen financial planning package (Essential, Advanced, Premier), allowing customization of meeting schedules.

How can I access my accounts online? +

Access your account via https://myaccountviewonline.com/login/ or the “Log In” button on the website. Contact the firm for login issues.

What is a CERTIFIED FINANCIAL PLANNER™? +

A CFP® professional meets rigorous education, training, and ethical standards, committed to serving clients’ best interests and considered the standard of excellence in financial planning.

What types of investments do you use? +

Typically uses individual stocks and bonds, mutual funds, ETFs, closed-end funds, and alternative investments for diversified portfolios.

How are you compensated? +

Compensation is a percentage of assets managed (Investment Management) or a flat fee for financial planning services, with transparency in pricing.

Do you have a minimum investment requirement? +

Minimum investment for Investment Management Services increased to $1,000,000 from $500,000. Contact the firm for specific situations.