Celebrating 25 years in the wealth management industry!
Prior to founding Sherwood Financial Management, I spent my career at a local fee-only wealth management firm in Williamsville, NY for 24+ years working with clients as they near retirement. I cultivated 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 helped clients navigate the financial markets in varying market conditions over the years; including both the booming dot com era of the 90’s, and the Great Recession precipitated by the financial crisis in 2007-2008.
Throughout the years, I realized that the most rewarding aspect of my career as a trusted financial advisor is giving each of my clients the time, care and consideration that they deserve. I view this as one of my strengths as an adviser, and part of the motivation behind starting my own firm.
I want to ensure that clients are living their best life, setting attainable goals and pursuing experiences that they are excited about and enjoy. In the spirit of living my best life, I am focusing on more satisfying business goals, including delivering a superior customer experience, and making a positive impact on my community.
I am thankful for the knowledge, experience and confidence that I gained over the years, and the opportunity to offer you my advisory approach and services at my firm.
Committed to acting honestly, and to treating people fairly and with respect.
By taking the time to genuinely understand what matters most to you, we can work collaboratively to help you live your best life.
Helping you become more familiar with your personal finances and bring order to your financial life at both the “macro” level of investments, insurance, estate, taxes, etc. and also at the “micro” level of establishing your household net worth and cash flow.
Helping you reach your goals by working with you to show you the steps you need to take, and regularly reviewing your progress towards achieving them.
Continuous path of professional development, open to new ideas, collaborating with business partners, and expanding referral resources to deliver an exceptional client experience.
Effective advisers know the importance of educating and preparing clients to navigate changing markets and apply discipline at crucial times. It's important to have a financial plan and meet regularly to review it. This serves us well to avoid overreacting to market swings or media messages which drive impulsive actions.
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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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