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 worry-free.
As a professional and small business owner, I understand the demands on your time. Your daily schedule is full and something always requires your attention. It can be challenging handling your business affairs, let alone staying on top of your personal finances.
Let’s work together to help ensure that as you are maximizing your efforts,
you are also attaining your personal goals to invest wisely, minimize taxes
and grow your wealth.
As a mom, wife, daughter, sister, and friend, I understand all of the effort it takes to maintain balance in your life because I am just like you. You could use some help navigating the different stages in life and all of your responsibilities.
We will help you achieve financial clarity, make mindful and informed decisions and discuss some trade-offs you can make today to improve your life.
As a specialist, I invest my time and resources into education and training to advise lifelong savers as they transition to retirement, spend wisely and live their life purposefully to ensure they are not just surviving but thriving.
We want to give you peace of mind.
We will demonstrate how to maintain your financial independence throughout your retirement years, while coaching you to live life purposefully.
“I think the biggest misconception about the wealth management industry is it is purely data driven and all about the numbers. You need to work with an experienced financial professional, however, so much of what we do is relationship based. It’s so important for you to like your adviser, their philosophy, and enjoy working with them or you'll shut down at meetings when we have those often times, more difficult discussions about changing habits, defining your personal values, or how to protect your family in the event of your demise. You have to like your adviser to realize the most out of your professional engagement.”
- Tracy Sherwood, President
The certified financial planner® credential is the most widely recognized financial planning designation. The CFP® marks indicate practitioners who adhere to the highest standards of competence, ethical behavior and professionalism.
Fee-Only method of compensation is the most transparent and objective method available. Our business model minimizes conflicts and ensures that your financial adviser acts as a fiduciary. We do not accept commissions or have any other source of compensation or revenue sharing.
A professional obligation to maintain the trust in all dealings with clients, and to conduct oneself in a manner that will at no time compromise that position of trust. This means we must do what we think is best for the client. We are independent and not tied to any specific company or products.
There's so much to see on our site.
If you have more time, look through each page, and learn what you can about us.
8463 Sheridan Drive, Williamsville NY 14221 - by appointment only
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