Financial Planning and Investment Management Services

Our mission is to provide personalized financial planning and investment management, helping you reach your financial goals and attain financial security.  Our objective is to have you worry less about your investments and spend more time doing what you enjoy.  Our goal is to build long-term relationships based on trust, exceptional service and sound investment strategies.

Sherwood Investments provides fiduciary, fee-only (no commissions) and totally independent Investment Advising and Financial Planning.  We specialize in retirement planning and investment strategies, tailored to meet your own specific needs.

Let us build an investment strategy for you that is effective in both up and down markets.  We work to exceed your expectations.

    • Personalized Portfolios

Your objectives are unique, so we believe your investment strategy and portfolio should be unique.  We are continually looking for new investment opportunities for you from thousands we scrutinize, while minimizing fund expenses.

    • Mutual Benefit

We accept no commissions.  Our only compensation is based on the value of your portfolio.  So when your portfolio grows, we both benefit.  Every decision we make is in the best interests of our clients.  The only thing we sell is our professional financial advice and portfolio management services.

    • Straightforward Advice

We want you to understand our recommendations, services and explanations, so we avoid unintelligible financial jargon.  We take the time to develop a long-term relationship with our clients, and that begins with clear communication.  All client calls are returned the same day whenever possible.

Please Contact us for more information.  We’ll be happy to answer your questions and help you improve your financial situation.

“We want you to be financially able to do what you want, when you want.”

Contact Us

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