Scharf Investments

Investment Advisory Service, Financial Planners, Financial Planning Consultants

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(831) 429-6513Call Visit WebsiteVisit Website Map & DirectionsDirections5619 Scotts Valley DrScotts Valley, CA 95066 Write a ReviewWrite Review

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Regular Hours

Mon - Fri:	7:30 am - 4:00 pm

Places Near Scotts Valley with Investment Advisory Service

Mount Hermon (5 miles)
Felton (6 miles)
Ben Lomond (8 miles)
Soquel (9 miles)
Santa Cruz (10 miles)
Brookdale (10 miles)
Redwood Estates (11 miles)
Capitola (11 miles)
Boulder Creek (12 miles)
Aptos (13 miles)

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General Info: Our time-tested investment strategy helps clients protect their wealth and achieve their financial goals.
Other Link: https://scharfinvestments.com/contact-us
Categories: Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments, Mutual Funds, Retirement Planning Services

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Phone: (831) 429-6513

Address: 5619 Scotts Valley Dr, Scotts Valley, CA 95066

Website: https://scharfinvestments.com/contact-us

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Scharf Investments

Tax Planning
Lifelong Guidance. In addition to investing, growing and preserving wealth, we help you achieve your financial goals and assist with tax planning, retirement decisions, wealth transfer and legacy wishes.
Charitable Giving
Prior to joining Scharf Investments in 2020, Thad worked as a Financial Advisor with the Klein Group at RBC Wealth Management in Newport Beach, California where he created sophisticated and personalized wealth planning solutions for highly compensated individuals with complex estate issues. In addition, he was a driver behind RBC’s implementation of a firmwide Charitable Gift Annuity program. He also has previous experience working as a Financial Advisor with the Tax & Financial Group and Morgan Stanley.
Roth IRA
The CARES Act of 2020 has several provisions relating to owners of Traditional IRA and Roth IRA accounts. The extension of contribution deadlines and the suspension of required minimum distributions (RMDs) are two major changes affecting retirement accounts this year. In addition, the IRS recently published updated guidelines for IRA owners who took their required minimum distributions early in 2020. Go to Commentary
Income Tax
The Internal Revenue Service (IRS) recently announced that the filing date for individuals to file their 2020 Federal income taxes has been extended to May 17, 2021. Individual taxpayers do not need to file any forms to qualify for this extension. The extension applies to the filing of Federal tax forms, as well as the payment of any remaining 2020 Federal tax due. The extension allows individuals to postpone tax payments for the 2020 year, which would have been due on April 15, until May 17 without accruing additional penalties or interest, regardless of the amount owed. Penalties and interest will begin to accrue on any unpaid balances as of May 17, 2021. Go to Insight

Investment Management
We believe it is more effective and holistic to fundamentally integrate ESG into each step of the research and portfolio management process. Combining ESG risk factors with rigorous, fundamental investment analysis improves the chances for superior risk-adjusted returns for our clients.
Mutual Funds
When you invest in any of Scharf Investments’ actively managed mutual funds, you gain the benefits of our rigorous equity selection process. Visit the Scharf Funds website for detailed information about all of our funds and the strategies behind them.
Wealth Management
Scharf Investments works to safeguard your future while helping you achieve your goals. Our comprehensive wealth management approach aims to deliver long-term portfolio growth, downside protection, and lifelong financial guidance. We specialize in purchasing

Accounting Services

Financial Planning
Asset Management
Prior to joining Scharf Investments in 2022, Mr. Corey spent six years as a senior finance executive in the biotechnology industry. Most recently, he was Chief Financial Officer of CERo Therapeutics, Inc., a venture-backed oncology cell therapy entity. Directly prior to his biotechnology roles, Mr. Corey spent more than six years on the investment team at the family office of Bill Gates/Cascade Asset Management.

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