Achieve Your Financial Goals
Planning Today for Tomorrow
Sherwood Investments has been helping clients of all ages in the Seattle area as well as nationwide for over 20 years. We provide financial planning, investment planning, estate planning and investment management services. We are a financial fiduciary – totally independent and 100% fee-only, charging no commissions. Our only compensation is based on the value of your portfolio. So when your portfolio grows, we both benefit.
We work with you to understand your goals and situation so that we can develop a sound investment strategy. Only then are we able to develop and manage a diversified investment portfolio for you. Sherwood Investments is proud to have helped many clients retire financially secure.
We aren’t satisfied with developing the typical stagnant, once-a-year financial plan for you. Our process is dynamic. We continually monitor your financial situation and economic conditions to efficiently update your investment strategy and investments.
We want you to be financially secure, even when your life is changing, such as before and after retirement, children leaving for college or death of a spouse. With frequent communication, exceptional service and outstanding performance, we build trust and long-term relationships. All calls are returned the same day, whenever possible.
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.
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.
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.
In our years of experience managing investments, we’ve fine-tuned our proven, six-step process.
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.”