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). 

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Lake Geneva, Wisconsin

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How dave works with clients
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“I always treat every client as if they were a family member with the highest level of respect and fiduciary responsibility.” 

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How can I help?

​​Investment Management

STRATEGIC, DATA-DRIVEN INVESTING TO TARGET AMBITIOUS RESULTS
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
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Estate & Trust Planning

PRESERVATION OF YOUR LEGACY
We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible, helping to ensure the security and preservation of your legacy.
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Financial Planning & Analysis

TAKE CONTROL OF YOUR FINANCIAL FUTURE

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.

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Employer-Sponsored Plans

SUPPORT COMPANIES AND EMPLOYEES

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.
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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.

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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.

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CONNECT WITH dave

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.

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