Letter From the President

At Sard Wealth Management, we help our clients achieve financial peace of mind.  People today have endless choices when trying to decide how to manage their finances.  There are web-based tools, books, thousands of advisors, and oftentimes a family or friend willing to offer an opinion.

The world today is much different than it was just ten years ago and with the technological advances that have been made, there is no shortage of information.  We have learned through experience that technology and information can be a wonderful benefit, but it can also cause confusion for investors.  In working with our clients, we help them devise a comfortable roadmap and we communicate with them on an ongoing basis to help filter through all the “noise’ that is out there today.

We believe it is important to begin any relationship with the belief that our relationship together will last a lifetime.  To start the process, we must first learn as much as possible about you, but it is also important for you to learn about us.  We will take the time to understand your needs and goals and devise solutions that will be comfortable and understandable for you.  This process generally takes several meetings and several conversations to finalize.  Like anything in life, if you are going to do something, take the steps to do it right and do it right the first time.

As an independently-owned wealth management firm, we will provide solutions that are right for you and will be in your best interest.  We will take the time to understand your situation and continuously communicate with you in an effort to keep you on track to reach your goals.  We will build a lasting relationship with you to help you achieve financial peace of mind, which will free you up to do the things you enjoy doing most.

Come learn more about our firm and our process and let’s start our journey together.


Jonathan Sard, CFP®