Wesley Sharp

Financial Advisor and Wealth Manager

About

Wesley Sharp is a member of the North Star Medical Division and helps physicians manage their finances from residency through retirement.  He focuses on creating independent and comprehensive financial plans for his clients offering financial advice, investment strategies and risk management and insurance solutions.

“I realize every client situation is unique and should be treated as such. I take pride in helping to educate my clients on various financial scenarios to prepare for the future and create an action plan to accomplish their financial goals.”

Wes has always had an interest in investment planning and finding ways to help your hard-earned money to work for you. Working as a planner allows him to do just that. It allows him to look at the whole picture to figure out where things can be improved and designed more efficiently

As a financial advisor, Wes’ goal is to give his clients some of their time back. “As a husband and father, I’ve realized that the most important thing in my life is time,” says Wes. “I hope my financial advice and recommendations help physicians focus on what’s most important to them without spending their limited time worrying about their financial future.”

His wealth management practice focuses on building comprehensive plans that give physicians a clear path for what to do with their money and why each action is important to accomplish their financial goals.

Outside of his business practice, Wes stays busy raising his three rambunctious children with his wife Alexa and trying to mix in a round of golf or two along the way.

Specialties

  • Medical professionals and physician-specific financial planning
  • Investing and asset management, including Roth IRAs, employer retirement plans and rollovers, taxable brokerage accounts, etc.
  • Debt and student loan repayment strategies
  • Wealth accumulation strategies
  • Disability insurance for physicians
  • Term life insurance

Work with Wes

If you are a physician at any level and want to make the commitment to your investments and retirement, send Wes an email at Wes.Sharp@northstarfinancial.com and let him know your top financial priorities or concerns.

Then, when you’re ready to get started, you can book a complimentary, no-obligation consultation to get you on the path to financial security throughout your career by calling him at 612.617.6067 and finding a time to meet over the phone or in person.

Wes works with residents, doctors, and surgeons throughout the U.S. through a completely virtual and mobile practice, without sacrificing his personalization and service.

Team

Marissa Agustin
Marissa Agustin

Administrative Assistant

Resource team

Ann Elliott, CPA
Ann Elliott, CPA

Vice President, Tax Planning*

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Disability Insurance and Property and Casualty

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Vice President and Director of Investments

Nik Karsseboom, CPA*
Nik Karsseboom, CPA*

Tax Director*

Speaking and publication

In addition to his private client practice, Wes is the co-author of the book Real Life Financial Planning for Physicians (request a complimentary copy!), has been featured in various publications including Medical Practice Insider and speaks at teaching hospitals and residency programs throughout the country, advocating for financial wellness (see where Wes and his team have spoken).

To book Wes for a speaking engagement, please email him at Wes.Sharp@northstarfinancial.com.

Contact

    Minneapolis, MN

    2701 University Avenue SE
    Minneapolis, MN 55414

    Directions

    Lexington, KY

    710 E Main Street
    Lexington, KY 40502

    Directions

    Madison, WI

    2945 Triverton Pike Dr, Suite 200
    Madison, WI 53711

    Directions

    Wes is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.

    2773013/DOFU 10/2019