Achieve Your Financial Dreams

Planning Today for Tomorrow

We specialize in retirement planning and successfully managing investments in difficult markets, helping clients simplify and improve their financial lives.  Each client receives personalized financial planning and their investments are managed to fit their objectives.

Sherwood Investments is a Registered Investment Advisor and financial fiduciary.  There are no commissions.  Our only compensation is structured so that we benefit when you benefit.

All calls are returned within one business day.

To get started, please click here: Improve my financial future today .

Retirement Planning and Investment Management

Expert retirement and estate planning, including advice on how to maximize your Social Security benefits and plan for retirement.  We help our clients retire financially secure.

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Personal Financial Strategies

We help people of all ages achieve their dreams.  Financial plans and portfolios are dynamic and updated as needed, not just once a year, to help you reach your financial goals.

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Independent, Fee-Only, Unbiased Financial Advice

Our fees are structured so that we do better when you do better.  We are fee-only and receive no commissions for buying or selling any investment for you.  Being totally independent, we report only to you and can always do what is best for you.

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In our years of experience managing investments, we’ve fine-tuned our proven, six-step process.

Triangle graphic. Fee-only, no commissions, no conflict of interest.

What is a Fiduciary?

A fiduciary cannot accept any commissions or have any conflicts of interest.  Because we are a fiduciary, our recommendations are always in your best interest.  We even put this in writing for you.

Have more questions?

Don’t hesitate to contact us with any questions or concerns, or to book an appointment.  No matter where you reside, we’ll work closely with you.  We look forward to hearing from you.

“Our only compensation is based on the value of your portfolio. So when your portfolio grows, we both benefit.”

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