Who are Sherpa Wealth Partners?
Sherpa Wealth Partners is an independent practice founded by long-time Tampa Bay residents Joshua Shulman and Pamela Price. Josh and Pam each had extensive and successful careers as Financial Advisors at large firms, but in 2016 they decided that they could best serve their clients by offering individualized independent services. Their partnership was born from that decision and their philosophy as Financial Advisors is simple: “the focus is always on you and your personal journey.” Even their partnership name reflects that approach. In Tibet, hopeful mountain climbers seek out Sherpas because their expertise and experience makes them excellent guides and advisors. Sherpa Wealth Partners wants to be your financial Sherpa applying their expertise and experience to help guide you through your personal financial journey. This philosophy is at the core of everything they do.
Your Goals Our Guidance
Sherpa Wealth Partners serves the entire Tampa Bay region but as a long-time St. Pete resident Josh Shulman is deeply enmeshed in the local community, both personally and professionally. His family’s roots go back four generations and Josh has served on Boards for numerous local groups including Leadership St. Pete, the Chamber of Commerce, and PSTA. This immersion means that he understands the changing and diverse needs of our local community. St. Pete is no longer viewed as just a retirement haven. It’s booming and Sherpa Wealth Partners’ clients are as likely to be business owners, corporate executives, healthcare professionals, families with kids, couples, singles, and the occasional lotto winner as they are to be retirees. And although this diverse list may not have a lot in common, they all could benefit from financial guidance. Sherpa Wealth Partners knows that no single “cookie cutter” plan fits everyone’s financial needs or wants, but they also know there is a plan that fits YOUR needs! As Josh notes, “being that guy” means he’s the one you can turn to for help in finding YOUR solution. Sherpa Wealth Partners will use their expertise and experience to help you understand the big picture and your options so that you can make a fully informed decision that fits YOUR specific situation. Or as Sherpa Wealth Partners says: Your Goals, Our Guidance.”
How Can Sherpa Wealth Partners Help You?
This approach—Your Goals, Your Guidance—means that they are NOT focused only on big-money investment management. You don’t have to be rich to ask for advice. They also are NOT focused on selling you a particular product or service. Instead, they offer a comprehensive array of services and products that can be tailored to fit your specific needs. And when Sherpa Wealth Partners says they offer “comprehensive” services they are NOT exaggerating. Among other things, Sherpa can help assess your current financial situation, analyze your budget, review your estate planning, prepare a personal tax strategy or evaluate your plans for charitable giving. Perhaps you need an insurance review or help with your Social Security strategy— Sherpa Wealth Partners can advise. They also can help guide retirement planning or debt management. And, of course, they can be your investment planning professionals. And to top it off, as part of their goal to “work the way you want,” they also offer hourly fee consulting, flat fee plan construction, as well as asset-based fee comprehensive advisory services.
You Don’t Have to Do It Alone
Bottom line, Sherpa Wealth Partners makes it as easy as they can for you to reach out for advice. As they like to remind their clients and prospective clients: “Life is full of unexpected events, we will be there with you to help you and guide you. You don’t have to do it alone.” So if you need or want help navigating your present-day or future financial journey, then reach out to Sherpa Wealth Partners at 727-474-9922 or toll-free at 888-598-7024. You can also find them online at www. SherpaWealthPartners.com.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Sherpa Wealth Partners, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
