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At Sherpa Wealth Strategies, we make it our mission to truly understand our clients and develop deep, personal relationships with them. We dig deep into your goals, your current financial situation and your risk tolerance. We discuss your values and the impact you want to have on the world. We explore how you can align your financial and investment plans to support the people and causes you care about. Then, we design a comprehensive financial plan – putting you on the path towards achieving all your financial goals and reaching the peak of life satisfaction. We serve individuals and businesses in all areas of financial services, including: • Comprehensive Financial Planning • Retirement Planning & Income Distribution Planning • Investment Planning & Asset Management • Sustainable Investing (SRI) • Insurance and Annuities • Social Security Planning
Building a sustainable investment portfolio – also known as SRI (Socially Responsible Investing) using ESG (Environmental, Social and Governance) criteria – is a proactive way to support companies making a positive societal impact while generating competitive long-term financial returns.
Your retirement account may be your largest financial asset. Retirement planning is all about coordinating your various income streams – IRAs, Social Security, pensions, annuities, rental or business income – into a tax-efficient plan that helps you retire with confidence.
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