Managing Money Matters for Millennials to Millionaires!
I want to work with an advisor who is a fiduciary
I am unhappy with my current investment and/or advisor
I want education and advice
I am sandwiched between caring for my children and my aging parents
I want to retire as soon as possible
I am suddenly single
I am planning for something big
I'm Glenn Scharf
Founder, CEO, Financial Advisor, Certified Financial Fiduciary®
Regardless of your level of wealth, you have the opportunity to live a better life if your finances are properly managed and well-understood. This inspired me to build a firm that helps people live a life focused on what is truly important. As a team we are invested in the financial future of each of our clients and are committed to making a difference in their lives and the lives of their families.
We welcome the opportunity to make a difference in your life if you are:
Proactive communication and full transparency are what makes us different. A genuine passion for helping those that we serve is what enables us to make a difference. Building long-term partnerships that encourage open and honest communication is the cornerstone to our success.
CEO, Scharf Group, Financial Advisor
Senior Vice President, Financial Advisor
Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.