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Form ADV Part 2A
Privacy Policy

Sharper Image Financial Services

Sharper Image Financial Services, LLC © 2026

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Opinions expressed herein are solely those of Sharper Image Financial Services, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Sharper Image Financial Services, LLC an Investment Advisor in the State of Colorado. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Colorado or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor's objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. The inclusion of any link is not an endorsement of any products or services by Sharper Image Financial Services, LLC. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Sharper Image Financial Services, LLC, nor any agency, officer, or employee of the Sharper Image Financial Services, LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk. There are no warranties implied.

Sharper Image Financial Services, LLC is a subsidiary of Sharper Image Holdings, Inc. and a registered investment advisor offering advisory services in the states of Colorado, California, Florida, Georgia, North Carolina, and Texas. We provide investment advisory services, financial planning, and wealth management to individuals and businesses. Investment advisory services are offered only to clients or prospective clients where Sharper Image Financial Services, LLC and its representatives are properly registered or exempt from registration. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any state other than the aforementioned states or where otherwise legally permitted. Information on this website is provided for general informational purposes only and should not be considered personalized investment advice or a recommendation. Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal.

Tax preparation and consulting services are offered through Sharper Image Tax Services, LLC. Fractional CFO and financial consulting services are offered through TrueInsights CFO, LLC.

This website does not constitute an offer to sell or a solicitation of an offer to buy any securities. Before making any investment decision, please review our Form ADV Part 2A (Firm Brochure) and Form ADV Part 2B (Brochure Supplement) for important information about our services, fees, conflicts of interest, and disciplinary information.

Our Family of Companies

Sharper Image HoldingsOur parent company Sharper Image Tax ServicesTax preparation & planning TrueInsights CFOFractional CFO & business consulting

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