Welcome to Sharp Financial Strategies, an independent financial consulting firm with offices in Danvers, Massachusetts. I help clients establish and maintain their unique financial life planning goals, utilizing a comprehensive and personal approach.
Together, we will develop a doable course of action based on your values, comfort level, current situation, and timeline. If you don't understand something, I want to explain it to you. If you're not sure about a particular investment, I'll tell you how I think it could work for you. Or I'll find an alternative with which you can be comfortable. I think you'll agree that this approach is anything but impersonal.
I invite you to explore our website to get to know Sharp Financial Strategies better. You will find a repeated emphasis on the value of independent advice supported by top-notch research, expertise and individual analysis. My ultimate goal is to help clients reach their goals, and I am immensely proud of the small part I've played in helping our clients create meaning and value in their lives.
Because I am passionate about the possibilities inherent within each human being, I volunteer time to several local organizations that I believe foster positive community spirit and quality of life. Please visit the Community Involvement page to get a glimpse of some of the people and activities involved.