Sparrow Wealth Management

Sparrow Wealth Management provides low-cost investment management and fee-only financial planning services.  Based in Lake Nona, Florida, we harness the flexibility of virtual and remote technology to serve a diverse set of clients nationwide. Our mission is to help you find freedom and peace in your financial life.

Working with a fee-only financial advisor helps you avoid the conflicts of interest that are so common with commission and fee-based advisors. We do not accept compensation or financial incentives that may bias our recommendations. We act as a trusted fiduciary by putting your best interests first.

Sparrow Wealth Management usually works with clients who have $2 million in assets under management or more.  For prospective clients, we offer a complimentary "Discovery Meeting" by appointment only.  Please visit our website (www.SparrowWealth.com) for additional information.

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Primary Office

6900 Tavistock Lakes Blvd, Ste 400 By Appointment Only Orlando, FL 32827 Phone: +1 (407) 583-6375 Fax: (877) 330-9191