Corporate Mission
Sparrow Wealth Management is committed to helping our clients find freedom and peace in their financial lives.
Sparrow Wealth Management accomplishes this mission by adhering to these important principles:
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- Regular client communication and highly personalized service
- Focus on personal and financial goal achievement
- Fee-only financial planning
- Institutional quality 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