Achieve Your Financial Goals
Our Investors Sleep Well
Sherwood Investments has been helping clients in the Seattle area as well as nationwide for over 20 years. We are a 100% fiduciary investment management and financial planning service. We are strictly 100% fee-only, charging no commissions. Our goal is to ensure you spend less time worrying and more time doing what you enjoy. We put our customer’s needs first. In doing so, we build long-term relationships built on trust, exceptional service, and sound, effective investments.
With Sherwood Investments, you won’t receive a stagnant, generic, once-a-year financial plan. Instead, we will continually monitor your financial situation as well as broad economic conditions to build a highly personalized investment strategy that meets your current and future needs and goals.
Retirement Planning and Investment Management
Expert retirement planning including advice on how to maximize your Social Security benefits. We help our clients retire financially secure.
Personal Financial Strategies
Financial plans and portfolios are tailored to help you meet your own specific financial goals. Our fees are structured so that we do better when you do better.
Fee-Only, Unbiased Financial Advice
We are fee-only and receive no commissions for selling any investment or insurance. This ensures our recommendations are always no-pressure.
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 will 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.”