Built On Trust
Guided by Integrity
We believe the foundation of sound financial guidance isn't a product or a platform—it's a relationship built on honesty, accountability, and genuine care. That belief shapes every conversation we have and every recommendation we make.
Our Story
Two Generations.
One Mission.Sharpe Wealth was born from a simple belief: financial guidance should be personal, clear, and built on genuine relationships that last.
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.
When you work with us, you're not a number on a spreadsheet. You're part of our extended family—and we take that responsibility seriously.
"The way we see it, if we wouldn't recommend it for our own family, we have no business recommending it for yours."
- Dave & Quintin SharpeOur Values
What Guides Every Decision
These aren't words on a wall. They're the principles we measure ourselves against every day — in every conversation, every strategy, and every relationship.Trust
We are fiduciaries — legally and morally bound to act in your best interest. No conflicts of interest. 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 hold ourselves accountable to outcomes — not activity.
Meet Your Advisors
The People Behind Your Plan
We believe the best financial guidance comes from advisors who truly know your goals, your concerns, and what keeps you up at night.
Partner, Wealth Manager
Dave Sharpe
CRPC® · APMA® · C(k)P® · CRPS® · CPFA® · AAMS® · CLTC®"True wealth isn't just about the numbers — it's about the confidence to live the life you've worked so hard to build."
With decades of experience guiding families through complex financial decisions, David brings wisdom and perspective to every client relationship. His approach combines rigorous technical expertise with the understanding that financial planning is deeply personal.
David's journey in financial services has always been driven by one principle: putting clients first. As a fiduciary, he's legally bound to act in your best interest — but for David, that's never been about legal requirements. It's simply how he believes the business should work.
Beyond the credentials, David is known for translating complex financial concepts into clear, actionable strategies. He believes that clients who understand their plan are more confident in their decisions and more likely to achieve their goals.
Institutional Support
The Investment Team Behind Every Portfolio
When you work with Sharpe Wealth, you're not just getting two advisors — you're gaining access to a dedicated investment team at Savvy Wealth with deep expertise across portfolio management, trading operations, and institutional strategy.
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.
Institutional Tools. Personal Service.
Savvy Wealth's technology platform gives us the infrastructure of a national firm while preserving the personal relationship that makes Sharpe Wealth different.Fiduciary Always
We are legally bound to act in your best interest—not ours, not a company's. Your success is our only measure.
Continuity by Design
Two generations working together means the trust you build today carries forward. Consistent guidance for your family — from ours.
Advanced Technology
Savvy's purpose-built platform delivers institutional-quality tools — portfolio analytics, consolidated reporting, and seamless account management.
SEC Registered
Savvy Advisors is registered with the Securities and Exchange Commission, upholding the industry's highest standards of service and conduct.
TRUST
Advanced Technology
COMPLIANCE
SEC Registered
RESOURCES
Institutional Quality
Ready To Meet Your Team?
The first step is a conversation—no pressure, no obligation. Just two people talking about what matters most to you.