For 20 years we have simplified clients' financial lives and helped them achieve their financial objectives. Clients receive personalized financial planning and investment management to minimize taxes and maximize returns.
Cash needs are met tax-efficiently. Financial plans and investment strategies are revisited frequently, not just quarterly, to include changing financial and personal conditions.
Why Sherwood Investments?
- Financial fiduciary
- Totally independent
- Fee only with no commissions
- Helping Clients of All Ages
- Retirement, financial and investment planning
- Estate planning
- Social Security optimization
- Divorced and widowed women
- 401(k) Rollovers
- 529 College Plans
- Pension buy-outs evaluated
- IRAs and Roth IRAs
- In-Depth Investment Knowledge
- Quoted in national newspapers and professional publications because of subject matter expertise
- TV appearances - market analyst
- Prior branch manager of a major NJ Edward Jones investment office
We manage your money as if it were our own. There is never a charge for meetings. All calls returned the same day. Contact us for more info at 425-898-8989 or visit our secure web site.