Wesley Sharp is a member of the North Star Resource Group Medical Division and helps physicians manage their finances from residency through retirement. He focuses on creating independent and comprehensive financial plans for his clients offering financial advice, investment strategies and risk management solutions.
“I realize every client situation is unique and should be treated as such. I take pride in helping to educate my clients on various financial scenarios to prepare for the future and create an action plan to accomplish their financial goals.”
Wes has always had an interest in investment planning and finding ways to help your hard-earned money to work for you. Working as a planner allows him to do just that. It allows him to look at the whole picture to figure out where things can be improved and designed more efficiently.
As a financial advisor, Wes’ goal is to give his clients some of their time back. “As a husband and father, I’ve realized that the most important thing in my life is time,” says Wes. “I hope my financial advice and recommendations help physicians focus on what’s most important to them without spending their limited time worrying about their financial future.”
His wealth management practice focuses on building comprehensive plans that give physicians a clear path for what to do with their money and why each action is important to accomplish their financial goals.
If you are a physician at any level and want to make the commitment to your investments and retirement, send Wes an email at Wes.Sharp@northstarfinancial.com and let him know your top financial priorities or concerns.
Wes works with residents, doctors and specialty surgeons throughout the U.S. through a completely virtual and mobile practice, without sacrificing his expertise or service.