Sherwood Investment Management

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Sherwood Investment Management

Sherwood was designed with you in mind. We are independent. We aren’t owned by another company; we only answer to you. We are fee-only. This means you receive unbiased advice because we never collect commissions by buying or selling any kind of product. We are full service. We develop integrated financial planning and investment management solutions in-house for your convenience. We are fiduciaries. We are obligated to act in your best interests at all times.

While we’re proud of these attributes, our primary mission is to provide you with excellent financial advice and outstanding service. This begins with an unwavering commitment to education. We have earned numerous professional degrees and designations, but we don’t stop there. We are continually honing our skills by teaching finance courses and attending continuing education events.

We are a boutique firm. This allows us to act with tremendous flexibility and responsiveness when it comes to meeting your needs. You will never be a number here. You will never call and get someone you don’t know on the phone. Likewise, we will never be part of a large corporation beholden to its shareholders. Our partnership with you will be built on a foundation of mutual respect and trust, not dollars or sales quotas.

Now that you know a little about us, we’d love to learn a little about you. Please click on the big purple button to the right and send us an email. You can also give us a call at 707-776-7331. We look forward to hearing from you!

Advisors at this Office

Sherwood Investment Management

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This Office

PO Box 5474 Petaluma, CA 94955-5474 Phone: (707) 776-7331

Primary Office

PO Box 5474 Petaluma, CA 94955-5474 Phone: (707) 776-7331