Short Sharpe Wealth Management is a financial advisory firm located in Austin, TX, specializing in providing quality strategies customized to clients' needs. Led by Jason Sharpe and Neil Short, the team focuses on developing long-term relationships through a commitment to quality client service, offering comprehensive financial planning and portfolio management services.
With years of experience in banking and client service, Jason Sharpe coordinates the financial planning process for the team, ensuring clients have a clear understanding of their financial goals and how to achieve them. Neil Short, a Senior Portfolio Manager, brings almost two decades of experience in financial planning and portfolio management, providing expertise and guidance to clients. Together, they strive to be the primary source of financial advice for their clients, helping them navigate their short-term needs while staying focused on their long-term goals.
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