Comprehensive financial solutions tailored to your unique goals
At Sharper Image Financial Services, LLC, we offer discretionary asset management tailored to your unique goals, time horizon, and risk tolerance. We build and manage diversified portfolios designed to help grow and protect your wealth. Whether you're accumulating assets, planning for retirement, drawing income, or pursuing other long-term objectives, your portfolio is customized specifically to you.
Financial planning is about helping you feel confident and make informed decisions across all areas of your financial life - from daily cash flow to long-term retirement goals. At Sharper Image Financial Services, LLC, we offer personalized advice that considers your income, assets, taxes, insurance, estate plans, and more. Whether you're looking for a one-time review or ongoing support, our goal is to simplify the complex and bring clarity to your financial picture.
A full review of your financial life, including net worth, cash flow, retirement planning, tax strategy, and more.
Targeted planning on specific topics like budgeting, insurance, or a major purchase - without a full financial plan.
Recommendations for assets held outside our management, such as workplace retirement plans or other external custodians.
Continuous guidance with regular updates, strategy adjustments, check-ins throughout the year, and more.
We host educational seminars and workshops to help individuals and organizations better understand investing, financial planning, and the services we offer. These sessions are approachable, informative, and free of sales pressure—just honest education designed to empower you. To schedule a session, feel free to send us a message here.
Yes. Sharper Image Financial Services, LLC is a registered investment advisor with a fiduciary duty to act in your best interest at all times.
We are registered to offer investment advisory services in Colorado, California, Florida, Georgia, North Carolina, and Texas.
We offer discretionary asset management, comprehensive financial planning, retirement planning, investment consulting, and educational seminars and workshops — all tailored to your individual goals, timeline, and risk tolerance.
Yes. We offer a complimentary initial consultation to understand your financial situation and goals. Schedule directly through our website.
Our Form ADV Part 2A (Firm Brochure) is available on our Disclosures page and through the SEC's Investment Adviser Public Disclosure (IAPD) database at adviserinfo.sec.gov.
Schedule a free consultation to discuss your financial goals and learn how we can help you achieve them.
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