Achieve Your Financial Goals
Planning Today for Tomorrow
We want to simplify and improve your financial life.
Sherwood Investments is a Registered Investment Advisor, helping people of all ages for 20 years. Clients receive personalized financial planning and investment management so they can spend more time doing what they enjoy. Financial plans and investment strategies are revisited frequently, not just quarterly, to include changing financial and personal conditions.
We are a financial fiduciary – totally independent and fee-only. There are no commissions. Our only compensation is structured so that we only benefit when you benefit.
Currently, all meetings and correspondence are done through phone calls, email and electronic signatures.
All calls are returned within one business day.
Please contact us if you want to simplify and improve your financial life.
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.”