Meet Our Partners

Basic Asset Management

At Sherwood Financial Partners we believe that the key to financial freedom is having a plan that you can be confident in. That's why we begin every relationship with a custom financial plan that meets your current needs and provides a roadmap for your future. We invite you to request a complimentary plan today and discover the peace that comes with finally having answers to all of your financial questions.

  • Comprehensive Financial Planning

  • Estate Planning

  • Wealth Management

  • Comprehensive Financial Planning

  • Estate Planning

  • Wealth Management

Addresses

2945 Townsgate Road Suite 200
Westlake Village, CA 91361

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Email

info@sherwoodfp.com

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Phone

805.870.5591

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CONTACT US

Sherwood Financial Partners, LLC (“Sherwood”) is a registered investment adviser located in Westlake Village, California.  The publication of Sherwood’s website on the internet should not be construed by any consumer or prospective client as Sherwood’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.   The information on this Internet site should not be construed as the provision of personalized individual advice from Sherwood.    

A copy of Sherwood’s written disclosure statement as set forth on Form ADV, discussing Sherwood’s business operations, services, and fees is available upon written request.  Sherwood does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly. We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting, or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant.  

 

ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEBSITE.

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