Jonathan Sard began serving clients in 1992. Initially created to provide financial services to corporations and individuals, Sard Wealth Management Group has evolved into a specialized wealth management firm dedicated to long-term client relationships for the purpose of achieving clients’ financial goals.
In the beginning, the firm emphasized employee benefits, corporate retirement plans and basic financial planning services. Over time, our financial planning services began to expand, eventually leading us to offer holistic wealth management services for pre-retirees, retirees, independent women and professionals. Having a broad background and over 25 years of experience in financial services allows us to offer insight and advice in multiple areas of our clients’ financial lives.
Sard Wealth Management has grown significantly over the years and this has allowed our services to expand, which ultimately benefits our clients. For the benefit of our existing clients, we accept only a limited number of new clients each year and we expand our practice mainly through referrals from existing clients.
Our firm is passionate about being our clients’ trusted advisor and providing them with the highest levels of communication and service. Our clients have a firm they can depend on to assist them with anything that touches their financial lives.