Sard Wealth Management Group opened its doors in 1992 to offer independent, comprehensive financial advice. As a Registered Investment Advisor, our commitment is to our clients and to providing advice tailored to suit their individual goals. As a Certified Financial Planner™ professional, Jonathan Sard subscribes to the highest standards of competence and ethics in the financial planning field.
Sard Wealth Management strives to develop long-lasting relationships with all our clients in order to effectively anticipate and act upon your financial concerns. We maintain a small group of select clients, assuring the highest-caliber individual attention and service.
We believe you should be a partner in your financial well-being. To the extent you desire, you will become more educated through ongoing meetings, reviews, economic updates, newsletters, email updates, and client events. You will hear from our office on an ongoing, regular basis, oftentimes before you set out to contact us. Unlike many advisory firms, our recommendations are not limited to your investments, but your entire financial picture - we take a comprehensive approach toward managing your wealth.
The advantage of an independent firm is the personal connection and trust you're able to build with a financial advisor. You will rest
assured in the knowledge that you are working with a firm who truly knows you, cares about you, and is
building a long lasting relationship with you. We want to be the last financial advisory firm you ever work with.
Client Relationship Summary Disclosure