Dave Sharpe CRPC®, APMA®, C(k)P®, CRPS®, CPFA®, AAMS®, CLTC®
Hello there! I’m Dave Sharpe, a Wealth Manager specializing in portfolio management, estate planning, business retirement planning, and tax planning. I’m deeply committed to building lasting relationships with my clients and helping them reach their financial goals. To ensure that I’m supporting my clients with the best financial guidance, I consistently strive to obtain the latest industry knowledge. As of today, I hold six designations across retirement planning, portfolio management, fiduciary advisory, and 401(k).
Lake Geneva, Wisconsin
“I always treat every client as if they were a family member with the highest level of respect and fiduciary responsibility.”
How can I help?
Investment Management
Estate & Trust Planning
Financial Planning & Analysis
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
Employer-Sponsored Plans
With streamlined plan management, our goal is to provide an exceptional experience for business owners and participants. Serving as a 3(38) Investment Fiduciary, Savvy assumes full responsibility for the selection and oversight of funds and model portfolios, thereby mitigating plan liability risks for the plan sponsor.
Let’s achieve
greatness together
My passion is helping people achieve their financial goals. I believe that everyone has the potential to grow and protect their wealth, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Monthly recaps on financial markets. Stay in the loop with Dave.
Get to know Dave
Dave Sharpe CRPC®, APMA®, C(k)P®, CRPS®, CPFA®, CLTC® joined Savvy Wealth in 2025 as a Wealth Manager after working in the industry at Ameriprise Financial, Merrill Lynch and A.G. Edwards.
Prior to his career in the financial services industry, Dave worked as a commercial pilot (and still holds his pilot’s license). Later he attended UCLA’s Anderson School of Management with an emphasis on business retirement plans. Dave has since gone on to attain multiple accreditations and certifications through the College for Financial Planning, demonstrating his commitment to providing the best advice possible.
He spends his days evaluating the needs of his clients and developing strategies designed to help them achieve their goals with his unique background in business retirement plans, retirement income strategies, general financial and estate planning, saving for education, general investments, and portfolio management.
Outside of work, there is nothing Dave enjoys more than spending time with his family, including his wife, four children, and seven grandchildren. George, a Cockapoo, and Norman, a Goldendoodle, complete the family. Dave’s favorite hobbies include boating, golfing, camping, cooking, and drinking wine.
Dave and his wife Lisa are also deeply passionate about music education for children. They started Rock Central, a non-profit community music school, in 2011. Dave continues to serve on the board of directors for the organization.
Book a 30-min introductory call with Dave.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
Josh Bergman is an investment advisor representative registered with Savvy Advisors, Inc. (“Savvy”). All investment advisory services offered by Josh Bergman are offered through Savvy. JNB Wealth is an independent marketing brand name used by Josh Bergman for advertising and marketing purposes only. JNB Wealth and Savvy are not related or affiliated.
