Financial Services

At Sherpa Wealth Strategies, we use a comprehensive process to help you clarify your goals and design a financial plan around them. We believe financial planning is more than just numbers and investing. A financial plan should reflect your values, your goals and your legacy.

Our financial advisors first seek to understand your goals, values, earning capacity, time horizon and risk tolerance. Then we look at your entire financial picture – including outside assets like stock options or real estate – and design a tax-efficient portfolio that puts you on a solid path.

Your retirement account may be your largest financial asset. Retirement planning is all about coordinating your various income streams – IRAs, Social Security, pensions, annuities, rental or business income – into a tax-efficient plan that helps you retire with confidence.

No financial plan is complete without a thorough analysis of your need to protect your family’s financial future. We’ll assess your current risks and recommend appropriate options.

For many retirees, the single most important choice they face is when to start taking Social Security benefits. We make it our mission to help you make the most of your Social Security benefits.

Building a sustainable investment portfolio – also known as SRI (Socially Responsible Investing) using ESG (Environmental, Social and Governance) criteria – is a proactive way to support companies making a positive societal impact while generating competitive long-term financial returns.

At Sherpa Wealth Strategies, we use a comprehensive process to help you clarify your goals and design a financial plan around them. We believe financial planning is more than just numbers and investing. A financial plan should reflect your values, your goals and your legacy.

We seek first to understand your goals, values, earning capacity, time horizon and risk tolerance. Then we look at your entire financial picture – including outside assets like stock options or real estate – and design a tax-efficient portfolio that puts you on a solid path.

Your retirement account may be your largest financial asset. Retirement planning is all about coordinating your various income streams – IRAs, Social Security, pensions, annuities, rental or business income – into a tax-efficient plan that helps you retire with confidence.

No financial plan is complete without a thorough analysis of your need to protect your family’s financial future. We’ll assess your current risks and recommend appropriate options.

For many retirees, the single most important choice they face is when to start taking Social Security benefits. We make it our mission to help you make the most of your Social Security benefits.

Building a sustainable investment portfolio – also known as SRI (Socially Responsible Investing) using ESG (Environmental, Social and Governance) criteria – is a proactive way to support companies making a positive societal impact while generating competitive long-term financial returns.