WI · Fontana-On-Geneva Lake

Fiduciary advisors in Fontana-On-Geneva Lake, WI

1 advisor with offices in Fontana-On-Geneva Lake. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Fontana-On-Geneva Lake

Sharpe Wealth

Fontana-On-Geneva Lake, Wisconsin

Sharpe Wealth is a two-partner firm in Fontana-On-Geneva Lake, Wisconsin, founded by Dave and Quintin Sharpe with over 29 years of combined experience serving families, entrepreneurs, and business owners. The firm operates as a fiduciary and offers financial planning and wealth management services, supported by an institutional operations team. David Sharpe holds multiple professional credentials including CRPC, APMA, C(k)P, CRPS, CPFA, AAMS, and CLTC designations. The practice emphasizes personalized client relationships, transparent communication, and comprehensive planning that integrates investments, taxes, protection, and legacy considerations.

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Financial advisors in Fontana-On-Geneva Lake, Wisconsin

Advisors serving Fontana-On-Geneva Lake specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Wisconsin's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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