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SCHARF INVESTMENTS

scharfinvestments.comScotts ValleyUnited StatesFinancial Services

Company Overview

Social Media Profiles

About Scharf Investments

Description

Home Scharf Investments, based in Los Gatos, CA, manages $4.5 billion in assets. The firm specializes in private wealth management, financial planning, estate planning, investment management, and tax services, catering to the financial needs of clients in the dynamic Silicon Valley area.

Specialties

Private Wealth Management
Investment Management
Financial Planning
Estate Planning
Tax Services

Products & Services

Investment Management
Private Wealth Management
Financial Planning
Estate Planning
Tax Services

Contact Information

No contact information available

Competitors & Similar Companies(6)

Fisher Investments logo

Fisher Investments

Wealthfront logo

Wealthfront

AssetMark logo

AssetMark

Merrill Lynch Wealth Management logo

Merrill Lynch Wealth Management

Charles Schwab logo

Charles Schwab

Edward Jones logo

Edward Jones

News & Media

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Frequently Asked Questions about Scharf Investments

Where is Scharf Investments located?
The headquarter of Scharf Investments is located in Scotts Valley, California, United States
What is the official website of Scharf Investments?
The official website of Scharf Investments is https://www.scharfinvestments.com
What industry does Scharf Investments belong to?
Scharf Investments belongs to the Financial Services industry.
What are the specialties of Scharf Investments?
Scharf Investments specializes in Private Wealth Management, Investment Management, Financial Planning, Estate Planning, Tax Services.
What products and services is Scharf Investments likely to offer?
Scharf Investments offers Investment Management, Private Wealth Management, Financial Planning, Estate Planning, Tax Services.
Who are the competitors of Scharf Investments?
Competitors of Scharf Investments are Fisher Investments, Wealthfront, AssetMark, Merrill Lynch Wealth Management, Charles Schwab, Edward Jones.
What does Scharf Investments do?
Home Scharf Investments, based in Los Gatos, CA, manages $4.5 billion in assets. The firm specializes in private wealth management, financial planning, estate planning, investment management, and tax services, catering to the financial needs of clients in the dynamic Silicon Valley area.
What are the social media links of Scharf Investments?
Social media links of Scharf Investments areLinkedIn