Stonewater Wealth Management is an independent financial advisory firm serving clients throughout Texas. We have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.
The team at Stonewater Wealth Management, Inc., is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy, but in maintaining it throughout your retirement.
Our commitment to integrity and excellence has earned us national attention. With uncompromising ethics and honest, realistic financial guidance, we will help lead you on a course to financial freedom.
As the CEO of Stonewater Wealth Management, Inc., Michael Sharp is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.
Michael attended the University of South Carolina and majored in marketing with a minor in finance. He began his career in the financial services industry while in the United States Marine Corps as a non-commissioned officer advising retirees on their pension plans. Upon his honorable discharge in 1996, Michael immediately began his own company to assist individuals and their families with financial planning.
In 2002, Michael founded CFO Financial, LLC, an independent financial advisory firm focusing on money management and tax strategies. He then sold CFO Financial and formed Bosque Insurance and Investments.
Now with Stonewater Wealth Management, Michael holds a Series 65 Registered Investment Adviser license. He pulls from his past advisory experience with AIG Financial Advisors and Charles Schwab to give his clients the personalized service they deserve.
As an Investment Adviser Representative and stock broker since 2002 and a certified banker since 2003, Michael has discovered his true passion as a financial planner. He enjoys offering his clients a level of service that surpasses expectation. His business philosophy is to focus on implementing recommendations and strategies for his clients that continually work to meet their goals. Michael has been featured on Fox Business for his industry knowledge.
Michael and his wife live in Rockport, Texas, and have four children. Away from the office, Michael enjoys spending time with his family, as well as hunting and fishing. In the community, he is involved with City Council and holds positions on a number of boards, including: Rockport Library Board President, Library Endowment Fund Manager, Chamber Ambassador, and Economic Development Committee Vice President.
Retirement lifestyle is in your hands, but it will take planning to get you to where you want to be.
Hope is not a very reliable strategy, so if you want to own your future, you must begin to plan for retirement...today.
We want to help. Please contact us by filling out the form below, or by calling us at 361.482.0699.
We can meet with zero obligation on your part. If you can invest one hour today for a Customer Care Needs Analysis discussion we can place you on the path towards owning your tomorrows.
This helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your name and email address below to request your free copy.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Securities products offered through Trust Company of America & TRADE-PMR, member FINRA and SIPC.