Bradley (“Brad”) Sharp is a partner and senior wealth advisor with RWA Wealth Partners. He has been working with high-net-worth individuals and families for over 25 years. Brad brings a deep understanding of the intricate financial planning needs unique to clients with substantial wealth. He partners with our investment team to manage clients’ wealth holistically, with a focus on growth and preservation. By collaborating closely with our tax team, Brad also integrates customized solutions for complex tax planning needs.
Prior to joining the firm in 2008, Brad spent 12 years at Fidelity Investments, including as vice president and senior account executive in the private client group where he oversaw client relationships totaling more than $1.4 billion.
Brad earned a B.A. in economics from Colorado State University. He is a CERTIFIED FINANCIAL PLANNER® professional, a member of the Financial Planning Association, and an 11-time recipient of the Boston magazine Five Star Wealth Manager award.*
Brad lives with his wife and two children in Waban, MA. He enjoys traveling and spending time with his family.
*The Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. The award does not evaluate the quality of services provided to clients nor is it indicative of the Wealth Advisor’s future performance of investment success. For more information on this award, please refer to the Awards and Recognitions page on this website.
The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.
