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Your Personal CFO

A Collaborative Working Relationship


Our wealth management process is designed to help our clients make educated decisions about their finances and achieve all that is important to them. To accomplish this, we seek to act in a role that is somewhat like our clients’ personal CFO (Chief Financial Officer) and help provide the information they need to make decisions from a position of knowledge. This can help our clients avoid the emotional mistakes--so often made by investors--that can compromise their long-term financial security.


Through our disciplined and consultative process, we develop a deep understanding of your goals and objectives, concerns and aspirations for you and your family. We make a serious commitment of time and resources to each client by working closely and collaboratively with other professional advisors including attorneys, CPAs, mortgage professionals and insurance specialists, to address a broad range of challenges and opportunities unique to your family. This coordination is an important, though frequently overlooked, component to achieving financial success and is what can make working with Sherpa unique and more effective.