We've got your financial future covered.
No corporate giant dictates how we do business. We are completely free to do what’s best for you.
This means that we are obligated to do what’s best for you; we will act in your best interest at all times.
We earn fees based on the services we provide you. We do not collect commissions by buying certain securities.
We also provide advice on tax planning, retirement, estate planning, and insurance matters.
WHAT WE DO
Asset Manager. Financial Planner. Wealth Advisor. The financial services industry uses many different titles in conjunction with the same general job description. Here at Sherwood, we are financial advisors who specialize in managing investment accounts for our clients. We utilize a client-centric approach to portfolio management. We collaborate with you to conduct a comprehensive assessment of your current financial position and your aspirations. The information we collect during this assessment provides us with the framework necessary to build the optimal strategy to help you achieve your objectives.
Once the strategy has been finalized, we draft a formal investment policy statement and implement it on your behalf. You are kept informed during the process, but are not burdened with the nitty-gritty operational or administrative details. With the plan in place, we monitor your progress and clearly and concisely report it to you every calendar quarter. We also coordinate regularly with your trusted tax and legal advisors to ensure cross-discipline compatibility and to promote an overall unity of professional effort.
We leverage years of experience and education, as well as cutting-edge technology, to build your investment portfolio and perform rigorous financial analysis and due diligence in support of it. Our research efforts are global in scale and span every major asset class. The resulting portfolios are targeted, data-driven, and rooted in sound financial principles.
QUESTIONS WE LOVE TO HELP ANSWER
Someone's sitting in the shade today because someone planted a tree a long time ago.
P.O. Box 5474
Petaluma, CA 94955
Phone: 707.776.7331 | Email: email@example.com
All enquiries will be held in the strictest confidence.