wealthy retirees

Your Legacy, Your Future: A Retirement Worth Celebrating

You’ve spent years investing wisely, saving diligently and planning for the future. Now it’s time to enjoy the fruits of your labor while securing the legacy you’ve worked so hard to build. At Sherpa Wealth Strategies, we specialize in helping affluent retirees like you navigate the complexities of wealth management during retirement, ensuring your financial future is as abundant as your dreams.

Does This Sound Like You?

You’ve built your wealth through years of disciplined investing and saving.
You have a minimum of $1 million in investable assets.
You’re active and engaged, whether through travel, philanthropy or spending quality time with loved ones.
You’re focused on creating a bigger future—for yourself, your family and the causes you care about.

If any of this resonates, you’re in the right place. We understand the unique needs of high-net-worth retirees and are here to guide you on your journey.

Top Questions Wealthy Retirees Ask About Their Financial Future: FAQs

What makes Sherpa Wealth Strategies uniquely qualified to help wealthy retirees?

At Sherpa Wealth Strategies, we specialize in working with wealthy retirees who have a minimum of $1 million in investable assets. Our team understands the nuances of preserving wealth, generating sustainable income, and creating multigenerational legacies. We offer highly personalized strategies built around your lifestyle, values, and long-term vision.

How can you help me protect my wealth during retirement?

We take a holistic approach to risk management. We’ll tailor a risk-appropriate investment portfolio, review your insurance coverages, and advise on asset protection strategies that fit your unique needs.

How can you help me minimize my taxes?

We help wealthy retirees minimize taxes through careful coordination of Social Security benefits, strategic timing of Roth IRA conversions, proactive management of Required Minimum Distributions (RMDs) and strategic use of Qualified Charitable Distributions (QCDs). By aligning income strategies with Medicare surcharge thresholds, we aim to preserve your wealth and reduce unnecessary tax burdens. Our planning process ensures that each decision works together to optimize your financial outcomes throughout retirement.

Can you help me create income from my investments without outliving my money?

Yes. One of our core focuses is designing retirement income strategies that provide a steady, reliable stream of income—without compromising your financial security. We’ll work closely with you to balance growth and income in a way that aligns with your goals and lifestyle.

I want to give back—can you help me with charitable giving and philanthropy?

Absolutely. Many of our wealthy retirees are passionate about giving back. Whether you’re interested in donor-advised funds, charitable trusts, or building a philanthropic legacy, we’ll guide you through the most impactful and tax-efficient options for your charitable goals.

Is Sherpa Wealth Strategies a fiduciary?

Yes. As fiduciaries, we are legally and ethically obligated to put your best interests first. That means you can trust that every recommendation we make is designed to help you achieve your goals—not to benefit us.

What happens to my wealth after I’m gone? Can you help with estate and legacy planning?

We collaborate with your estate planning attorney and other advisors to ensure your wealth is transferred according to your wishes. From trusts and beneficiary planning to wealth transfer strategies, we help you build a lasting legacy for your family and the causes that matter to you.