Katherine Morosani

Katherine Morosani advises business owners, families, and women navigating significant financial transitions, helping them bring clarity and confidence to complex wealth decisions.

She is a member of the Sharp Financial team, an integrated financial management firm headquartered in Horsham, Pennsylvania. Sharp Financial brings together business strategy, tax and accounting expertise, investment banking, wealth management, and family office capabilities to help entrepreneurs and families make smarter financial decisions and achieve extraordinary outcomes. Based in Asheville, North Carolina, Katherine works closely with business owners, women in transition, and multi‑generational families seeking thoughtful guidance around investment management, retirement planning, business exits, and long‑term wealth stewardship. Through Sharp Financial’s integrated platform, Katherine helps clients navigate the intersection of personal wealth, business strategy, and generational planning. She works with individuals and families whose financial lives often involve significant assets, complex decisions, and thoughtful planning across generations.