In Tibetan, Sherpa means “eastern people”; this referred to a particular group of people who resided in the mountainous region of Nepal and the Himalayas.
Sherpas are known for their hardiness, expertise, experience, and their unique skill at mountaineering and negotiating difficult terrain, in particular climbing Mount Everest. Due to their specific skills and temperament Sherpas were highly sought after as guides and advisors for those interested in undertaking the difficult climb up the mountain.
At Sherpa Wealth Partners, the focus is always on you and your personal journey.
"Your Goals, Our Guidance" is at the core of everything we do. Our hope is that we can work together to create a lasting and trusting relationship where we can truly partner to create a plan that fits you.
As your financial advisor and personal CFO our expectation is to help you create a living, breathing plan that is easy to understand, easy to implement, and all the while helps us successfully navigate life's critical financial events.
When we sought to create a firm that embodies our personal and professional belief, truly centered around the Client’s individual needs.
Our role is to be your financial Sherpa, to apply our expertise, experience, and skill in helping you navigate your journey.
“Your Goals, Our Guidance” is not merely a guiding principle; it is at the core of everything we do. It is our job to learn about your needs, wants, and concerns; help you understand your financial options and then guide you so that you can make a fully informed decision that fits your specific situation and personality.
‘As your guide, we will always help you understand the big picture, learn about your options, and make confident financial decisions.
You can go it alone, but at Sherpa Wealth Partners, you don’t have to.