Sard Wealth Managment Group, LLC

Sard Wealth Management Group, LLC is a registered investment advisor founded in 2007 by Jonathan Sard, who serves as the President and Chief Compliance Officer. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, retirement plans, and other financial institutions. SWMG acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. The firm provides customized investment advisory solutions through continuous personal client contact, discretionary investment management, and related advisory services. SWMG's investment approach is primarily long-term focused, utilizing low-cost, diversified mutual funds, exchange-traded funds (ETFs), and individual stocks and bonds to meet client goals. The firm may recommend redistributing investment allocations, sector or asset class weightings, and employing cash positions as needed. The minimum relationship size to effectively implement SWMG's investment process is $1,000,000, which may be waived at the advisor's discretion. The firm charges investment advisory fees based on a tiered schedule, with fees for financial planning services offered on an hourly or fixed fee basis. SWMG does not charge performance-based fees and does not manage proprietary investment funds. The firm does not accept or maintain custody of client accounts, except for the deduction of advisory fees and money movement authorization. Jonathan Sard, the President, is a CERTIFIED FINANCIAL PLANNER™ with over 29 years of experience in the financial industry. SWMG has no disciplinary events to disclose and maintains a Privacy Policy to protect client information. For more details, you can contact SWMG at (404) 843-4483 or [email protected].