The Financial Sherpa
Financial Services - Madison, CT, US
The Financial Sherpa Employees
The Financial Sherpa Senior Management
The Financial Sherpa Details
The Financial Sherpa is a wealth management boutique providing a unique suite of services: from an hourly rate Financial Coaching to Divorce Consulting, and an all-inclusive Wealth Advising. Our family office approach offers tailor financial services and allocates the appropriate resources to meet your needs and answer your questions.Like climbing the world's highest mountain, pursuing and achieving financial independence in every chapter of your life can be a lofty quest. Having climbed Mount Everest in 2008, I know that you can't see the top until you're 20 feet away from it. It's only the guidance of your Sherpa that assures you your goal is in reach. We all have financial Everests, summits we strive to conquer that are defined by our needs, wants, wishes and goals. Whatever your financial Everest, we are your Sherpa.
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