You've worked your entire career to establish the foundation for your future- the Sard Wealth Management team has devoted their careers to maintaining it. Secure in the knowledge that the team of professionals at Sard Wealth Management is building a future with your goals in mind. At Sard Wealth Management, the foundation of our client relationships is trust.
We back up words with action, and guide you along each step of the decision-making process. We guide our clients in making informed financial decisions through education, proactive communication and unbiased advice, allowing them to achieve financial peace of mind. Sard Wealth Management Group opened its doors in 1992 to offer independent, comprehensive financial advice.
We back up words with action, and guide you along each step of the decision-making process. We guide our clients in making informed financial decisions through education, proactive communication and unbiased advice, allowing them to achieve financial peace of mind. Sard Wealth Management Group opened its doors in 1992 to offer independent, comprehensive financial advice.
Services
Jonathan Sard began serving clients in 1992. Initially created to provide financial services to corporations and individuals, Sard Wealth Management Group has evolved into a specialized wealth management firm dedicated to long-term client relationships for the purpose of achieving clients' financial goals.
When Jonathan Sard was nine years old, his father suffered a life threatening, total disability. His mother suddenly found herself in the position of caring for her husband, as well as three young children, while still maintaining her dental practice. Jonathan and his family experienced first-hand the negative impact caused by not planning for an unforeseeable future.
The philosophy at Sard Wealth Management is quite clear - act in our clients' best interest, take a comprehensive approach when reviewing all areas of their financial life, and communicate with them often. We believe that managing the wealth of our clients carries with it a tremendous amount of responsibility and we are grateful for the trust our clients have in us.
At Sard Wealth Management, we help you manage the interconnection among all areas of your financial life to provide a holistic plan. We are fully licensed and experienced to assist you in the areas of Investment Planning, Retirement Income Planning, Insurance Planning, and Tax & Estate Planning. As securities representatives we do not give tax or legal advice.
At Sard Wealth Management, we help our clients achieve financial peace of mind. People today have endless choices when trying to decide how to manage their finances. There are web-based tools, books, thousands of advisors, and oftentimes a family or friend willing to offer an opinion. The world today is much different than it was just ten years ago and with the technological advances that have been made, there is no shortage of information.
Reviews (1)
Whitney Malina
Nov 13, 2015
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