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Miles S

Series 65

Pittsford, NY

Fawley Wealth International

Miles Sharpe is a Series 65-licensed financial advisor with two years of industry experience. He is the sole advisor at Fawley Wealth International and has previously worked at Whitney & Company, MNA Partnership, and Napier Sharpe Wealth Management. Outside of his advisory role, he serves as a consultant for a UK-based financial planning firm and acts as a course associate for Insurance and Retirement Planning at Columbia University. Fawley Wealth International provides discretionary and non-discretionary portfolio management and one-time financial planning primarily for individual and high-net-worth clients. The firm emphasizes long-term trading strategies using ETFs, mutual funds, equities, and fixed income, supported by cyclical and fundamental analysis along with modern portfolio theory.

Wealth management Tax-loss harvesting General retirement planning
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