Modern Wealth Management,
Clarity
Over Complexity
We partner with clients to simplify complex financial landscapes and align strategy with long-term goals. Every decision is shaped to strengthen outcomes while building resilience for the future.
Our Practice
Two Generations.
One Mission.Sharpe Wealth was born from a simple belief: financial guidance should be personal, clear, and enduring.
We're Dave and Quintin Sharpe—father and son, working together to bring you the kind of attention that larger firms simply can't match. With over 29 years of combined experience, we've helped families, entrepreneurs, and business owners navigate every stage of their financial lives.
But we're not working alone. Behind every recommendation stands an institutional-caliber team dedicated to your success.
Your Team
Personal Attention. Institutional Support.
When you work with Sharpe Wealth, you get the best of both worlds: advisors who know you by name, backed by a dedicated investment and operations team at Savvy Wealth.
David Sharpe
CRPC® · APMA® · C(k)P® · CRPS® · CPFA® · AAMS® · CLTC®Partner at Sharpe Wealth
With decades of experience guiding families through complex financial decisions, Dave brings wisdom, perspective, and an unwavering commitment to doing what's right.
Quintin Sharpe
Partner at Sharpe Wealth
Representing the next generation of Sharpe Wealth, Quintin combines a forward-looking perspective with a deep commitment to every client relationship.
Anshul Sharma
Chief Investment Officer
Nearly two decades of institutional experience, including managing sustainable model portfolios and alternative investment strategy at Bank of America. UC Berkeley MFE, Lehigh University Computer Engineering.
David Gao
Investment Operations Manager
Dual degrees in Finance & Economics from the University of Utah. Former Goldman Sachs analyst with experience overseeing $1B+ in trading operations at Campbell Wealth Management.
Paul Criscitiello
Investment Operations Manager
Former proprietary equity trader and Centralized Portfolio Management lead at Brown Brothers Harriman for ultra-high-net-worth clients. NYU graduate based in New York.
Our Philosophy
What Guides Every Decision
We believe wealth management should start with listening — not selling. Our approach is grounded in three principles that shape every conversation, every strategy, and every relationship.Trust
We are fiduciaries — legally and morally bound to act in your best interest. No conflicts. No hidden agendas. Just honest guidance from people who genuinely care about your outcome.
Integrity
We say what we mean and do what we say. Transparency isn't a policy at Sharpe Wealth — it's who we are. If something doesn't serve you, we'll be the first to tell you.
Excellence
Every strategy, every interaction, every recommendation reflects our commitment to the highest standard. We don't settle, and neither should you.
Our Services
Comprehensive Services. Seamlessly Integrate
True clarity comes from seeing how every financial decision connects. We coordinate across all areas to ensure nothing falls through the cracks.
Financial Planning
Get dedicated expertise to help you build a completely customized financial plan.
Business Retirement Plans
Retirement solutions and succession strategies for business owners.
Risk Management
Get dedicated expertise to help you build a completely customized financial plan.Our Approach
Simple Process. Sophisticated Strategy.
Discover
We listen first. Understanding your complete financial picture, goals, and what keeps you up at night.
Strategize
We craft a comprehensive plan that addresses every piece—investments, taxes, protection, and legacy.
Partner
Ongoing guidance as your life evolves. We're here for the long term, not just the transaction.
Ready for Clarity?
The first step is a conversation—no pressure, no obligation. Just a conversation about what matters most to you.