# Sard Wealth Management Group

Sard Wealth Management Group is a Bank / Wealth / Trust based in Atlanta, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Atlanta, United States
- **Region:** North America
- **Address:** 5607 Glenridge Drive NE, Suite 275, Atlanta, GA 30342, United States
- **Founded:** 1992
- **Assets under management:** Undisclosed
- **Website:** sardwealth.com
- **LinkedIn:** https://www.linkedin.com/company/sard-wealth-management-group-llc

## Regulatory record

- **Reports private funds:** No

## About

Sard Wealth Management Group opened in 1992 as a generalist financial-services practice focused on corporate benefits and retirement plans. Jonathan Sard, a Certified Financial Planner™ professional, still leads the firm, which has since concentrated on holistic wealth management for pre-retirees, retirees, independent women, and professionals. The firm is structured as a Registered Investment Advisor and accepts new relationships almost exclusively through client referrals, capping annual intake to protect service intensity. Sard runs both discretionary and non-discretionary advisory accounts and explicitly extends its recommendations beyond portfolio construction into estate, tax, and lifetime cash-flow planning. The practice does not publish a product menu of distinct fund vehicles or co-investment programs; engagement begins with a broad financial diagnostic rather than a single asset-class mandate. Its client base spans individuals, high-net-worth households, trusts, estates, businesses, and retirement plans, all served from a single office northeast of Buckhead in Atlanta. Staffing and asset figures are not publicly disclosed. The firm’s website confirms it remains a boutique, accepting only a limited number of new clients each year and growing organically through referrals. No philanthropic foundation, alternative-vehicle family, or co-investor network is marketed under the Sard name. Sard’s structure differs from most wealth managers in its deliberate refusal to scale: new-client intake is rationed by service bandwidth, not AUM targets. The firm is built around a single lead advisor, which concentrates both fiduciary accountability and relationship continuity in one named principal — an architecture closer to a professional-services partnership than to the multi-office, multi-advisor platforms common among larger RIAs.

## People

- Jonathan Sard — Founder, Certified Financial Planner™ professional

## Questions

### Does Sard Wealth Management accept outside capital or run pooled funds?

No. Sard delivers advice through individually managed discretionary and non-discretionary accounts. The firm does not market pooled vehicles, private funds, or co-investment structures to external allocators.

### How does Sard source new clients?

Growth is referral-driven and deliberately constrained. The firm states it accepts only a limited number of new clients each year, prioritizing service depth over asset-base expansion.

### What is Sard’s core client profile?

The practice targets pre-retirees, retirees, independent women, and professionals. Its advice spans the full household balance sheet — investments, estate planning, tax considerations, and retirement-income strategies — rather than a single product silo.

### Is Jonathan Sard still actively involved in the business?

Yes. The firm’s disclosures describe Jonathan Sard as the ongoing lead advisor. There is no public indication of a succession event, outside CEO, or external ownership stake.

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Last updated: 2026-06-03T20:00:00.000Z

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