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 and investment management services. Mr. Linger is an expert in retirement and estate planning, helping clients retire financially secure.
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. Financial plans and portfolios are dynamic and updated as needed, not just once a year, to help you reach your financial goals.
Our fees are structured so that we do better when you do better. We are a financial fiduciary – totally independent and 100% fee-only, charging no commissions. By being totally independent and fee-only, we report only to you and can always do what is best for you.
Mr. Linger held the position of Branch Manager at a major Edward Jones investment office in Somerville, NJ. He has held executive positions in financial planning and analytical areas at AT&T and Bell Labs.
Mr. Linger appears as a financial expert on TV on both the East and West Coast and is quoted in national newspapers and professional publications because of his investment knowledge and insight. He completes over 30 credits of continuing education every year to remain an expert on financial planning, estate planning and investment strategies.
"Everything we do is aimed at helping you meet your financial goals."