Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
I would like to thank Jatinder and the entire team of Sharma and Associates Private Wealth Management for all their help and guidance in keeping track of my personal and corporate financial affairs. Jatinder is very thorough in his approach towards financial planning. He has implemented tax planning strategies to help me achieve my retirement goal and increase my net worth exceeding my plans. Being a busy professional, I always needed someone who can answer my queries promptly and I am very happy Jatinder fits in there very well. I am looking forward to many more years of working with Jatinder and his entire team.
I just wanted to take the time to thank Mr. Jatinder Sharma!! In my opinion he went above and beyond to help, advise and sort out a few complicated situations for me & my corporations. Well it might have been just normal operation for Jatinder, maybe just another day in the office, but for me was literally & actually very important issues.
Jatinder was prompt to many of my queries and offered appropriate advice for my investments, insurance needs & helped us with estate planning and other related matters to make my retirement transition smooth.
We are very thankful to him for what he has done so far and what he will do in the future. Look forward to many more years of working with him.
Before we met Jatinder I didn’t know what I was doing with my personal and business finances. He has helped me to get on track to reach my financial goals, and become financially stable. He has always been honest, trustworthy and very diligent. Without the help of Jatinder I would still be struggling to manage my personal and business finances. I would highly recommend him to anyone looking to take the next step for financial stability.
I was introduced to Jatinder by my fellow Dr. in 2017. At that time, my plan was to be financially independent by 2024. Jatinder’s help and guidance made it possible for me to achieve my goal of financial independence by 2020. He has been an irreplaceable resource during the last few years of my practice and his advice always came in at the right time. He worked very closely with my accountant during the sale of my practice. He and my accountant designed a very tax effective plan to get me retired earlier than I anticipated. In addition to tax planning, he takes care of my whole family’s investment portfolios and has made a very effective estate plan. What I also like about him is that he is always on time for our meetings. Over this short period of time we have developed a strong friendly relationship in addition to our business relationship. I would highly recommend him as a trusted financial professional.
It was a pleasure to meet Jatinder and his team for the first time a few years ago. As a physician and business owner, I have always been selective on who I bring on to my team of advisors, as my choices are broad and I have worked with some of the best advisors around. I met Jatinder after a presentation he gave on holistic financial planning. He was a great communicator, and was practical, genuine and transparent. I decided to have a one on one meeting with him and his team accountant, and they impressed me with how deep they went into my complicated financial matters without me even being a client yet. They clearly put time into understanding their clients specific needs, realizing not everyone fits in one box. Fast forward a few years later, I have enjoyed steady growth in my portfolio, as well as excellent financial and tax planning. Jatinder and his team are very responsive anytime I have a question or concern. He and his accounting team take away our family's financial stresses. He goes above and beyond. He meets with me every few months so that he keeps me posted on things, and ensures he has all current information so that he can make tweaks to the plan when required. The best of all, he has helped me achieve my goal of being able to retire at age 50 so that I can spend more time with family, friends and on other life passions.