Sharper Image Financial Services, LLC is a Colorado-based registered investment advisor founded in January 2024. Led by Jarrett Sharp, M.B.A. (USC Marshall School of Business), our team brings over 10 years of combined experience in financial services. Jarrett holds his Series 65 license and earned his degree in Personal Financial Planning from the University of Colorado Boulder's Leeds School of Business.
As fiduciaries, we are legally and ethically bound to act in your best interest. Our fee-only structure eliminates conflicts of interest - we don't earn commissions on products we recommend. Our objective is to furnish you with a precise and vivid portrayal of your financial landscape, bringing sharpness and clarity to your finances, helping ensure comprehensive understanding and informed decision-making.
Whether you're building wealth, planning for retirement, or navigating a financial transition, we provide personalized strategies tailored to your unique goals, risk tolerance, and timeline. We believe in building long-term relationships, not just managing portfolios.
We start by getting to know you - your goals, concerns, current financial situation, and what success looks like to you. This is a conversation, not a sales pitch.
We analyze your finances holistically - investments, taxes, insurance, estate planning, and cash flow - to develop a customized strategy aligned with your objectives.
Once you approve the plan, we implement your strategy, coordinating with your existing advisors (CPAs, attorneys) as needed to ensure seamless execution.
Financial planning isn't set-it-and-forget-it. We provide continuous monitoring, quarterly reviews, and proactive adjustments as your life and markets evolve.
Lead Financial Advisor
Financial Advisor