Sparrow Wealth Management is committed to helping clients find freedom and peace in their financial lives.
We accomplish this mission by adhering to these principles:
- Regular client communication with highly personalized service
- Maximizing unique personal and financial goals
- Fee-only financial planning
- Top-tier investment management using low-cost, passively managed mutual funds
- Strong emphasis on client education
- Full disclosure of fees and any potential conflicts of interest
- Protection of client confidentiality
- Strict observance of the Certified Financial Planners Board of Standards Code of Ethics and Professional Responsibility
