MEDIA KIT

Learn more about Sherwood Financial Partners, our integrated approach to financial planning, and the philosophy behind the way we work with high-net-worth individuals and families.

The backgrounder includes information about Sherwood’s history and positioning, who we serve, our approach to attention and client relationships, Living Legacy Planning, and the values that guide our work.

A quick-reference overview of Sherwood Financial Partners, including key firm information, areas of expertise, and core positioning.

The fact sheet includes:
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- Firm type and client profile
- Office locationsMission and brand promise
- Living Legacy Planning
- Areas of expertise
- What differentiates Sherwood

Learn more about Sherwood co-founders Matthew Davis and Hannah Boundy and their respective areas of expertise, perspectives, and leadership roles within the firm.

The executive bios include both short- and long-form versions for media use.

Sherwood’s Living Legacy Planning philosophy encourages individuals and families to think beyond what they will eventually leave behind and consider how their wealth can support the people, values, experiences, and causes that matter most during their lifetime.

The resource explores how that philosophy can shape conversations around family wealth transfer, charitable giving, inheritance, retirement, family communication, caregiving responsibilities, and values-based financial decisions.