Retiresharp Wealth Management, LLC

Overview

Retiresharp Wealth Management, LLC is a small, independent registered investment adviser that focuses on serving individual and family clients with comprehensive financial planning and discretionary portfolio management. The firm combines fee-based asset management with fixed-fee planning work and acts as a capital allocator when selecting outside managers or products for client portfolios. Investment activity is concentrated in public funds and mutual funds, with a tilt toward managed, pooled vehicles rather than heavy direct-stock trading. The firm is affiliated with an insurance company, which informs use of insurance-based products within client strategies. Advisory services pivot around retirement planning and ongoing portfolio oversight for individuals and small businesses, plus selection of third-party advisers when specialized capabilities are needed. Retiresharp does not identify as an active ESG investor and operates as a single-state adviser under an individual ownership structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices