Sard Wealth Management Group was started in 1992 to offer independent, comprehensive financial advice. Providing first class service and building long lasting relationships with our clients is the cornerstone of our business. We serve a select group of clients, primarily pre-retirees, retirees, professionals, and independent women, while assuring the highest caliber of individual attention. We strive to help our clients make informed financial decisions through education, proactive communication, and unbiased advice. Through these services, our goal is to have our clients pursue financial peace of mind so they can enjoy life and not worry about the day to day fluctuations of the market or the constant barrage of headlines. As a Registered Investment Advisor, our firm’s commitment is to our clients and to providing advice tailored to suit their individual goals, while subscribing to the highest standards of competence and ethics in the financial planning field. We invite you to learn more about Sard Wealth Management Group and how we can help you achieve financial peace of mind, which will free you up to do the things you enjoy doing the most!Fee-based advisory services offered through Sard Wealth Management Group, LLC, a registered investment advisor. Investment products and services available only to residents of: AZ, CA, FL, GA, IL, NC, SC, VA.