Dave Sharpe
Lake Geneva, Wisconsin
“I love gaining a profound understanding of my clients’ lives, personalities, habits, routines and financial goals. I aim to form lasting relationships and guide them towards a life where they can focus on what matters most to them.”
With six certifications in the industry, Dave always looks to gain and share the latest knowledge with his clients.
Dave’s expertise spans investment strategies, estate planning, business retirement plans, tax planning and retirement strategies.
Dave works with high-net-worth individuals, business owners, medical professionals, and pre-retirees.
Over the past 30 years, I’ve had a diverse career path, including roles as a commercial pilot, national sales representative for several companies, manufacturer’s representative, and commodities trader at the Chicago Board of Trade and Chicago Mercantile Exchange. My motivation has always been to pursue a career that combines my diverse experience and allows me to help clients achieve their financial goals. Transitioning to this career has been the perfect culmination of my past roles, giving me a platform to utilize my skills and knowledge to assist clients effectively.
My areas of expertise span investment strategies, portfolio management, estate planning, business retirement planning, and tax planning.
My clients span high-net-worth individuals, business owners, entrepreneurs, medical professionals, and pre-retirees.
I focus on tax planning and optimization because they are crucial aspects to consider when managing your finances. By strategizing efficient ways to minimize tax liabilities and maximize savings, my clients can plan for the future. Additionally, I also help clients with retirement planning, Investment management, and cash flow planning because they are essential for maintaining a healthy financial balance.
I endeavor to provide sophisticated investment strategies for HNW clients, tactical portfolio management, financial planning, and guidance for business owners.
I treat every client as if they were a family member with the highest level of respect & fiduciary responsibility. I implement strategies that are designed to allow clients to enjoy life to the fullest and pass along their wealth for generations to come. I enjoy leveraging technology to assist with every aspect of financial planning and enjoy face-to-face interactions, whichever my clients prefer.
My favorite part about working with clients is the genuine connection I build with them. I love understanding their lives, personalities, habits, routines, and financial goals. I’m passionate about forming lasting relationships and guiding them toward a life where they can focus on what matters most to them.
Savvy continues to impress me more and more each day. I was looking for a firm that combined the most important aspects of investing and financial planning with modern technology that other companies don’t have access to. I’m inspired by the collaboration and camaraderie within the organization.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials provided by advisors. However advisors may have an indirect financial incentive to provide testimonials.
Ancora West Advisors, LLC dba Universal Value Advisors (“UVA”) is an investment advisor firm registered with the Securities and Exchange Commission. Savvy Advisors, Inc. (“Savvy Advisors”) is also an investment advisor firm registered with the SEC. UVA and Savvy are not affiliated or related.
