Quintin Sharpe
Hello there 👋🏼 I'm Quintin. I have over 8 years of experience in the industry and I specialize in crafting tailored strategies for retirement accounts, insurance planning, and business investments for my clients. With my approach, I strive to combine data-driven precision and empowering clients to build up their financial confidence, and I enjoy fostering meaningful connections with them along the way. My overall goal is to collaborate with my clients to break down complex financial decisions into straightforward, practical steps.
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Fontana, WI
By fostering open communication and trust, I empower clients to make informed decisions that align with their long-term vision.
Our Team
Dave and Quintin, a father-son team at Savvy Wealth, leverage over 27 years of combined experience to provide customized financial solutions. Dave, a seasoned professional, specializes in portfolio management, retirement income strategies, estate planning, and business retirement plans. Quintin brings a tech-savvy, client-focused approach, excelling in financial planning, insurance strategies, and business investments. Together, they craft tailored strategies for a diverse clientele, including small business owners, families, and entrepreneurs.
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.
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Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
Monthly recaps on financial markets. Stay in the loop with Quintin.
Get to know Quintin
Quintin Sharpe is a dedicated Wealth Manager based in Fontana, WI. A University of Wisconsin-Whitewater graduate with a BBA in Finance, and a Financial Planning emphasis, Quintin started as a client service specialist at Ameriprise Financial before advancing from financial representative to advisor at Northwestern Mutual.
Drawn to Savvy Wealth’s compelling technology and client-centric ethos, Quintin joined the firm to deliver exceptional financial guidance.
Quintin specializes in crafting tailored strategies for retirement accounts, insurance planning, and business investments, serving a diverse clientele that includes small business owners, farmers, families, and technology entrepreneurs. His approach blends data-driven precision with heartfelt collaboration, empowering clients to achieve financial confidence and build lasting legacies. What sets him apart is his ability to forge meaningful connections, simplifying complex financial decisions into clear, actionable solutions.
Deeply committed to his community, Quintin is an active member of the Big Foot Lions Club and the Geneva Lake West Rotary Club, where he supports local initiatives. He also volunteers at Rock Central, a nonprofit music school in Lake Geneva, where he’s served as a sound engineer, music director, and head of information technologies. His passion for music shines through as a skilled musician proficient in drums, bass, and saxophone.
Quintin’s personal life is centered around family. When not working, Quintin enjoys spending time with his wife, Kat and their two poodles, Daisy & Ginger. His hobbies include cooking, golfing, hiking, and cherishing time with loved ones. His dedication to family, community, and financial empowerment drives his mission to help clients build vibrant, secure futures.
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In 2017, I began my career as an intern under my dad, a financial advisor, aspiring to follow his path. After earning my BBA in Finance with an emphasis in Financial Planning from UW-Whitewater, I joined his firm full-time as a Client Service Specialist. Later, I transitioned to Northwestern Mutual, where I deepened my knowledge of the insurance industry, and became a financial advisor. I then joined Savvy as a wealth manager to continue working alongside my father.
I specialize in financial planning, insurance, and wealth management, offering tailored strategies to help clients build, protect, and grow their wealth. My focus is on creating personalized plans that align with each client’s unique goals, ensuring financial security and confidence for the future.
I work with a diverse group of clients, including small business owners, farmers, families, and technology entrepreneurs. Whether it’s building wealth, planning for the future, or managing day-to-day finances, I’m dedicated to supporting each client’s journey toward financial success.
I focus on tax planning and optimization because they are crucial aspects to consider when managing your finances. By strategizing efficient ways to minimize tax liabilities and maximize savings, my clients can plan for the future. Additionally, I also help clients with retirement planning, Investment management, and cash flow planning because they are essential for maintaining a healthy financial balance.
I specialize in developing customized strategies for retirement accounts, insurance planning, and business investments. By aligning each plan with clients’ unique financial objectives, I deliver solutions that foster long-term growth and stability.
My approach combines personalized financial planning with a deep understanding of each client’s aspirations and challenges. I integrate retirement accounts, insurance planning, and business investments into cohesive strategies, leveraging compelling tools and data-driven insights to ensure precision and adaptability. By fostering open communication and trust, I empower clients to make informed decisions that align with their long-term vision.
My favorite part is forging meaningful connections and witnessing the profound impact of personalized financial guidance. Empowering my clients to secure their legacies, confidently navigate retirement, and grow their investments is deeply rewarding. My favorite part about working with clients is the genuine connection I build with them. I love understanding their lives, personalities, habits, routines, and financial goals. I’m passionate about forming lasting relationships and guiding them toward a life where they can focus on what matters most to them.
I’m thrilled to partner with Savvy. Their seamless blend of innovative technology and client-centric values, enables me to craft tailored financial strategies with precision and efficiency.
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Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
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