A complete list of active advisors currently associated with Sparrow Wealth Management

Warmer can help you find a great advisor at Sparrow Wealth Management or one who fits your needs even better.

Sparrow Wealth Corporation provides discretionary investment management and financial planning services to individuals, including high-net-worth clients. The firm advises on a range of securities — stocks, bonds, mutual funds, ETFs, municipal and government securities — and offers both ongoing and project-based financial planning engagements. The firm’s investment approach is grounded in modern portfolio theory and combines passive and active strategies, fundamental analysis, and mutual fund/ETF evaluation to build asset-allocation targets tailored to a client’s objectives and risk tolerance. Portfolios may incorporate socially responsible (ESG) screens on request, and the firm implements trades on an individual-account basis while accommodating reasonable, written client restrictions. Distinctive features include its recent formation and small operating scale — a single-principal advisory structure that reported no assets under management or clients as of the last reporting date — and its use of an hourly billing option for project-based planning, a fee practice that is uncommon among peers in its category. The firm also requires clients to custody accounts with its recommended custodians and does not engage in block aggregation of trades for multiple accounts.

To learn more about the advisors currently working at Sparrow Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.