Manoj K Sharma
Vice President, Wealth Advisor at Alluvial Private Wealth
- Role
- Vice President, Wealth Advisor at Alluvial Private Wealth
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
Experience
Vice President, Wealth Advisor
Jan 2021 — Present · Marion, OH, US
Located in heart of downtown Marion, Ohio, Alluvial Private Wealth is an independent wealth management firm focused on working with high-net-worth individuals, multigenerational families, business owners, charitable foundations and endowments. From retirement income to investment portfolios to special needs financial planning, our team has the knowledge, insights and commitment to serve clients with the specialized attention they deserve. Alluvial works with Charles Schwab - one of the world’s largest custodians - and is a partner firm of Sanctuary Wealth, an advanced platform that provides complete technology and operations support, access to a community of like-minded advisors and the resources of invaluable affiliated businesses. With services that extend beyond traditional wealth management, our dedicated team fully coordinates an overall financial program to help meet specific client needs and objectives.Our services include:• Special Needs Planning• Retirement Planning• Pre-Retirement Planning• Estate Planning• College Planning• Divorce PlanningEach of these stages – and the many life events in between – calls for very personal decision-making, which should be driven by individual values. As your trusted advisors, with decades of experience, we provide the objective advice to help you weigh the various options you face.https://alluvialprivatewealth.com/
Education
The Wharton School
Certified Investment Management Analyst Program
2019 — 2019
The University of Toledo
Bachelor's Degree
2006 — 2011
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