Tracy Sherwood (CFP®)

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

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

I specialize in comprehensive financial planning coordinated with wealth management services helping others live their best life today while planning responsibly for tomorrow. I work with busy individuals and families, professionals and business owners throughout their career and transitioning into their retirement years.


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


This Office

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