Sard Wealth Management Group began serving clients in 1992. Initially created to provide financial services to corporations and individuals, Sard Wealth Management Group has evolved into a specialized wealth management firm dedicated to long-term client relationships for the purpose of achieving clients’ financial goals.
In the beginning, the firm emphasized employee benefits, corporate retirement plans and basic financial planning services. Over time, our financial planning services began to expand, eventually leading us to offer holistic wealth management services for pre-retirees, retirees, independent women and professionals. Having a broad background and over 25 years of experience in financial services allows us to offer insight and advice in multiple areas of our clients’ financial lives.
Sard Wealth Management has grown significantly over the years and this has allowed our services to expand, which ultimately benefits our clients. For the benefit of our existing clients, we accept only a limited number of new clients each year and we expand our practice mainly through referrals from existing clients.
Our firm is passionate about being our clients’ trusted advisor and providing them with the highest levels of communication and service. Our clients have a firm they can depend on to assist them with anything that touches their financial lives.
Sard Wealth Management Group, LLC is a registered investment advisor. Sard Wealth Management Group provides investment advisory and related services for clients nationally. Sard Wealth Management Group will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at http://sardwealth.com/
Company Details
- Employees
- 3
- Founded
- -
- Address
- 5607 Glenridge Drive Ne,
- Phone
- +1 404 843 4483
- js****@****lth.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- sardwealth.com
- Keywords
- Atlanta.
- HQ
- Atlanta, Georgia
Sard Wealth Management Group, Llc Questions
Sard Wealth Management Group, Llc's helpline number is +1 404 843 4483
Sard Wealth Management Group, Llc's website is sardwealth.com
Sard Wealth Management Group, Llc's LinkedIn profile is https://www.linkedin.com/company/sard-wealth-management-group-llc
Sard Wealth Management Group, Llc has
3 employees.
View email and phone details for 3
employees at Sard Wealth Management Group, Llc.
Sard Wealth Management Group, Llc's industry is
Financial Services
Sard Wealth Management Group, Llc's top competitors are
The Findings Group,
Praxis Financial Partners, Llc,
Bip Wealth,
Fakih Foundation,
Praxis Financial Services,
Redwood Wealth Management, Llc,
Andree Group,
Artisan Financial Strategies,
Ares Management Corporation,
Armstrong Wealth Management Group.
Sard Wealth Management Group, Llc's support email address is jsard@sardwealth.com
Sard Wealth Management Group, Llc's categories are Financial Services
Sard Wealth Management Group, Llc's founding year is 1992
