Sharon Bloodworth (CFP®)
Sharon Bloodworth focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
Planning Specialties
What I Do
I leverage my international background and almost 30 years of investment industry experience to provide you with unique insights and solutions tailored to your specific goals. Having lived and studied in Africa, the US, Europe and Asia, I've seen firsthand the impact of achieving financial success and stability across many different circumstances. As your career, business or family wealth grows, I advocate for your success and well-being in every part of your financial life. By offering services, advice and investment options often reserved for the ultra-wealthy, my team and I work to support your personal financial life so you can focus on your professional one.
Additional Information
Who I Work With
You are a key corporate executive, closely-held business owner, or wealthy individual. You have investable assets of $2-20 million and your financial life is complex. That complexity may come from multiple factors, such as your investment strategy, your equity compensation, your taxes, or other financial considerations, and you do not have the expertise, interest, or time to manage it. You have a nagging feeling that your financial plan can be stronger, but you aren't sure what to do. You want a partner to provide and coordinate expert guidance on specific actions you can take to strengthen your financial plan.
What Makes Us Different
As a private, independent wealth management firm, we leverage our in-house expertise and our connections across investment management, estate planning, insurance, and accounting to help you build a financial plan – and a corresponding financial planning team - tailored to you. We are fee-only, which means that your financial success is our financial success. While remaining free of the sales and growth agendas of large firms, we give you access to the investment strategies of the ultra-wealthy, and we work to simplify the complexities of wealth. With gold standard credentials and huge hearts, we are not only required, as fiduciaries, to put you first – we care for you like family. We love our work helping you pursue a life well-invested.
NAPFA Start Date
February 11, 2014
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