Tracy Sherwood (CFP®)

Tracy Sherwood focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • Generation X

Planning Specialties

We are a fee-only financial planning and wealth management firm helping others live their best life today while planning responsibly for tomorrow. We want you to feel well taken care of. By helping you manage your finances, guiding you through unexpected changes, and planning for various stages in life, you will feel supported, well-informed, prepared and stress-free.

We work with individual and families, professionals and business owners throughout their career and transitioning into their retirement years. Partnering with clients that may have more important things to focus on, find that they are too busy to spend the time needed to manage their money, or have built their wealth to a level that it now makes sense to partner with a professional to help deliver the best possible solutions and make better decisions.

We specialize in organizing client's personal finances, educating them on changes in the industry, how the changes may impact them personally and help to ensure they are being responsive to those changes. 

We create sound financial and investment plans that help to achieve their goals, and throughout this process eliminate the anxiety often associated with this planning, and bring order and meaning to client's lives. 


 

Additional Information

Prior to founding Sherwood Financial Management, I spent my career at a local wealth management firm for 24+ years working with clients as they near retirement. As a fee-only advisor, I cultivate long-term relationships advising individuals, spouses, partners and extended families on personal financial planning, wealth accumulation strategies, retirement planning and most notable retirement coaching. By continuously educating, providing perspective, and maintaining investment discipline, I help clients navigate the financial markets in varying market conditions, which to-date includes both the booming dot com era and the Great Recession.

Throughout the years, I gained an appreciation for my advisory strengths, and realize that the time, care and consideration I give to my clients is more than they expect from an advisor in the financial industry; and it is definitely what they deserve. 

I am thankful for the knowledge, experience and confidence that I have gained over the years which led me to the opportunity to offer you my advisory approach and services at my firm. 

 

I live in Clarence with my husband, and our two boys. I currently volunteer with the local Clarence High School Business Academy mentoring Sophmore, Junior and Senior high school students. I also serve as a volunteer for Savvy Ladies which is a non-profit organization that provides personal finance education and resources for women to inspire them to plan for the future. I am currently a member of the National Association of Personal Financial Advisors (NAPFA)for fee-only advisors, and the Financial Planning Association (FPA). I serve on the local FPA chapter’s program committee to help deliver stimulating and relevant content to our membership. 

 

NAPFA Start Date

May 15, 2012

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This Office

8463 Sheridan Dr Williamsville, NY 14221-4133 Phone: (716) 302-4265