Sharma Wealth Management

Our goal is helping you enjoy what you love, by doing what we love - managing your financial well-being.

At Sharma Wealth Management, our approach is shaped by our experience. We know what it means to be an immigrant professional, to be a woman in a male-dominated field, and to balance intergenerational family values with dreams of etching out a new legacy. We empathize with these challenges because we’ve lived them.

For 15 years, we’ve built meaningful, long-term relationships with a demographically diverse client base of professionals, health care practitioners, and multigenerational families.

We’re fluent in English, Hindi, Punjabi, and Gujarati.

We see investment solutions as an organic product of an effective financial plan. And what we’re good at – where we really make a positive impact on your financial well-being – is taking the time to understand you. We want to know what drives you: what makes you who you are? What are your goals and dreams? What shapes your family dynamic? What kind of legacy do you want to leave behind and who are you leaving it to? These are the elements that shape your financial plan and underpin every financial decision, every position in your portfolio, and every piece of advice.

We work alongside your outside counsel as needed and draw from Richardson Wealth’s in-house team of world-class tax, estate, and insurance experts.

We see our role as an opportunity to foster economic independence for people of different backgrounds. In everything we do, we strive to contribute to a more inclusive and diverse financial industry where everyone feels valued and supported.

Thoughtful wealth planning for professionals, health care practitioners, and multigenerational immigrant families

Reach out to learn more about how we can empower your financial well-being.