T. SHARP WEALTH MANAGEMENT

Overview

T. Sharp Wealth Management operates as a small, owner-run advisory practice organized as an LLC with a background tied to law firm activities. The firm’s advisory work centers on financial planning, producing written commentary or newsletters, and running educational seminars and workshops. Its fee approach is non-asset-based: clients are billed through hourly charges and fixed fees rather than a percentage of assets. Investment activity appears to be advisory and referral-oriented rather than a traditional capital allocator model. The firm is not positioned as a multi-state adviser, pension consultant, or an ESG-focused allocator. Given its structure and stated activities, the practice is likely focused on delivering planning, education, and curated investment recommendations to a limited client set rather than running pooled funds or large discretionary programs.

Assets & Accounts

Investments & Alternatives

Location & Offices