About Sarahquirk wealth associates
Sarahquirk Wealth Associates: A Different Approach to Wealth Management
When it comes to wealth management, most companies focus on the amount of money and assets their clients have acquired. However, at Sarahquirk Wealth Associates, we believe that true wealth is more than just a number. We see money and assets as tools that can help you achieve your goals and live the life you want.
Our company was founded by Sarah Quirk, a seasoned financial advisor with over 20 years of experience in the industry. She saw a need for a different approach to wealth management – one that puts clients first and focuses on their unique needs and goals.
At Sarahquirk Wealth Associates, we take a holistic approach to financial planning. We understand that everyone's situation is different, so we tailor our services to meet your specific needs. Whether you're just starting out in your career or nearing retirement, we can help you create a plan that will set you up for success.
Our team of experts includes financial advisors, investment managers, tax specialists, estate planners, and more. We work together to provide comprehensive solutions for our clients' financial needs.
One of the things that sets us apart from other wealth management firms is our commitment to transparency. We believe in being upfront about our fees and services so there are no surprises down the road. Our goal is to build long-term relationships with our clients based on trust and mutual respect.
We offer a wide range of services designed to help you achieve your financial goals:
Investment Management: Our investment strategies are designed with your risk tolerance and long-term goals in mind.
Retirement Planning: We'll help you create a plan for retirement that takes into account factors like inflation rates and market volatility.
Estate Planning: Our team can assist with creating an estate plan that ensures your assets are distributed according to your wishes after you pass away.
Tax Planning: We'll work with you throughout the year to minimize your tax liability and maximize your deductions.
Insurance Planning: We can help you choose the right insurance policies to protect your assets and loved ones.
At Sarahquirk Wealth Associates, we believe that true wealth is about more than just money. It's about having the freedom to live the life you want, without worrying about financial constraints. Let us help you achieve your goals and live a life of abundance. Contact us today to schedule a consultation with one of our experts.