Wealth Management​

About Visper Wealth Management

Many of our clients have accumulated savings that are not needed to support their Retirement Income Plan, or for short-term Emergencies, Major Purchases, or Special Events, and they wish to keep those savings invested for the longer term. By referral to Visper Wealth Management, our clients have access to a level of professional portfolio management customarily reserved for institutional or very wealthy clients, and focused not only on performance, but also reduced risk and volatility. In addition, it will allow them to quickly, efficiently, and seamlessly have their portfolio properly adjusted due to changes in personal circumstances or market conditions. This ensures that their investment portfolio is always in line with their current goals and objectives. Visper Wealth Management is compensated for its services by an asset-based fee. (Advisory services offered through The Patriot Financial Group dba Visper Wealth Management. Patriot Financial Group is a SEC registered Investment Advisor. Neither Visper Wealth Management or The Patriot Financial Group are part of The Visper Group. The Visper Group may make a referral to Visper Wealth Management.)

Our team approach adds perspective to all we do and provides increased benefits to our clients.

The Visper Wealth management team

Christopher R. Sharry, Esq., CFP®

Visper Wealth Management | Investment Advisor Representative

Jeffrey A. Monfette, Esq.

The Visper Group