services
Our team specializes in financial planning, investment management, tax strategy, charitable giving, and estate counseling. Schedule a no-obligation introductory call today to learn more about how we can work with you to build a secure future.
Tell Us How We Can Support You
01 Financial Planning
INCLUDING:
Retirement Strategy
Divorce & Life Transitions
Saving and Spending Management
Education Planning
"Am I saving enough? What should I be doing with my money? Is there someone I can talk to about financial decisions without judgment?"
If you’re like most people, you expect a conversation with a wealth professional to encompass more than just a number in a spreadsheet—you want clarity about your life and a clear answer to the question, "Am I going to be okay?" While no one can predict the future perfectly, we believe financial planning is the single-most effective and powerful tool to chart your goals and create peace-of-mind along the way.
Together, we'll dive into the details of your comprehensive financial picture to determine whether you're truly on track for retirement. If there are gaps or risks, we'll build a clear, actionable strategy to get you back on course.
If you’re like most people, you expect a conversation with a wealth professional to encompass more than just a number in a spreadsheet—you want clarity about your life and a clear answer to the question, "Am I going to be okay?" While no one can predict the future perfectly, we believe financial planning is the single-most effective and powerful tool to chart your goals and create peace-of-mind along the way.
Together, we'll dive into the details of your comprehensive financial picture to determine whether you're truly on track for retirement. If there are gaps or risks, we'll build a clear, actionable strategy to get you back on course.
Our greatest moment as your advisor is when we get to say the words, "You have enough."
Sherwood's mission is simple: protect what you’ve built and make sure your money supports the life you want, now and in the future. Whatever legacy you're creating—security for your family, impact in your community, or freedom to enjoy your life—we'll partner with you at every step, helping you to make it happen.
Sherwood's mission is simple: protect what you’ve built and make sure your money supports the life you want, now and in the future. Whatever legacy you're creating—security for your family, impact in your community, or freedom to enjoy your life—we'll partner with you at every step, helping you to make it happen.
BENEFITS
Clarity on your priorities, so you can align your money with what truly matters—and confidently say no to distractions
A personalized financial roadmap, guiding you towards smart, timely decisions with purpose and direction
Confidence amid uncertainty—you can rest easy knowing your plan is built to weather market swings and economic curveballs, no matter the headlines
A trusted partnership that grows with you, offering proactive support that adapts as your circumstances, goals, and opportunities evolve
02 Investment Management
INCLUDING:
Investment Strategy
Market Research
Manager Due Diligence
Trading Optimization
When you partner with us, we take on the work of investing your hard-earned assets for longevity. We track the markets, stay up-to-date on current events, and meet with managers so you can focus on living your life, not watching the 24-hour news cycle.
Our portfolio managers combine years of market expertise and experience with your goals, timeline, and risk tolerance, to offer a customized strategy for your situation.
As a Registered Investment Advisor, we're fiduciaries, dedicated to offering you investments that are in your best interest, and our fee structure reflects that our objectives are aligned with yours.
Our portfolio managers combine years of market expertise and experience with your goals, timeline, and risk tolerance, to offer a customized strategy for your situation.
As a Registered Investment Advisor, we're fiduciaries, dedicated to offering you investments that are in your best interest, and our fee structure reflects that our objectives are aligned with yours.
We're not brokers and we don't receive any commissions. Not only that, we go to great lengths to optimize our trades to minimize your fees and taxes. It’s not just "what" we invest in, but also "how" we invest, that improves your bottom line.
It's important to us that you feel empowered and knowledgeable when it comes to your wealth. Our goal is for you to walk confidently through life knowing your money is working for you.
It's important to us that you feel empowered and knowledgeable when it comes to your wealth. Our goal is for you to walk confidently through life knowing your money is working for you.
BENEFITS
A well-diversified portfolio, meticulously crafted to achieve your long-term financial health
A sense of ownership and empowerment, because we take the time to educate you on your portfolio. We're not here to impress you with (or hide behind) financial jargon. Our straightforward money-talk invites your participation and is easy to understand.
A lifeguard on duty, offering the immeasurable relief that comes from knowing someone else has your back
A holistic investing approach that not only adjusts to your risk tolerance, but also takes your values and goals into account
03 Estate Counseling and Wealth Transfer
INCLUDING:
Estate Review
Executor & Trustee Assistance
Asset Transfer Optimization
Next-Gen Preparation
You may have heard horror stories of probate or similar unpleasant consequences when someone passes away without a clear will or updated trust. You can spare your heirs this logistical headache through the estate-planning process, which lets you leave your legacy the way you want to.
Our on-staff attorney works closely with your advisor to make sure you have the right legal documents in place for your situation. We also review any wills or trusts already in existence to confirm they're error-free, up-to-date, and integrated with your long-term financial goals.
BENEFITS
Reduced anxiety regarding what happens when your estate transfers
An extra set of eyes on your legal documents to make sure nothing gets missed (we're known to catch mistakes)
A team that understands the purpose behind your legacy planning, not just the facts and figures
Visual charts of the flow of your estate, ensuring optimal multi-generational transfer
04 Tax Strategy
INCLUDING:
Tax Consulting & Optimization
Tax Preparation
Tax Projection Planning
Charitable Giving Approaches
As your wealth grows or you go through life transitions, taxes become more complex. Perhaps you're managing monthly distributions from different income sources, starting a business, or navigating a divorce...it can be easy to underestimate taxes owed, establish the wrong entity, or question whether to file separate or jointly.
Our in-house CPA is here to focus solely on our clients and your tax situation. Unlike large firms that may rush through your tax work, we take a personalized, detail-oriented approach—carefully reviewing your tax history, asking insightful questions, and identifying nuances others often miss. We're not just trying to get your taxes done, we're strategizing your taxes for the future so you can optimize your Living Legacy plan.
BENEFITS
A complete team of professionals located under one roof that coordinate your care and serve as quarterback for all the moving pieces in your life
Year-long, personalized consulting and advice for all the days other than April 15th
Customized forms designed around your unique situation that track your taxes over the year, not only at the finish line
Outsourced organization of your withholdings so you have fewer surprise tax bills, letting you count on your money to be there when you need it
What people
say about us
Top 5 FAQs
01
What can I expect if I become a client?
As a Registered Investment Advisor, we’re fiduciaries, dedicated to acting in your best interest. When you're a new client, we’ll meet frequently to finalize your financial plan and ensure you feel comfortable with your strategy. On an ongoing basis, we'll meet at least once a year to update your plan and review any life changes. We're always available for questions or if you want to run something by us. We strongly encourage you to contact us during major life events (e.g. buying a house, a divorce, the death of a family member, etc.) so we can make sure you're being looked out for.
Throughout the year, we'll provide ongoing communications over the phone and via e-mail about educational resources, news and announcements, market updates, and client events.
Throughout the year, we'll provide ongoing communications over the phone and via e-mail about educational resources, news and announcements, market updates, and client events.
02
What do you charge for your services?
We charge a .8% fee of the assets you maintain with us. The fee provides you ongoing financial planning services, estate and tax consulting, and investment management. In limited cases, the fee may be reduced due to asset-level or services provided.
We offer a-la-carte rates for certain services. For asset-management clients, we offer tax preparation for $250/hr. For non-asset-management clients, financial planning and tax preparation are each $500/hr.
We do not receive commissions.
We offer a-la-carte rates for certain services. For asset-management clients, we offer tax preparation for $250/hr. For non-asset-management clients, financial planning and tax preparation are each $500/hr.
We do not receive commissions.
03
How do we meet together?
We look forward to hosting you at our Westlake Village, CA headquarters or soon-to-debut Broomfield, CO office. If you're unable to meet in person, we're happy to meet virtually or, if possible, come to you.
04
How do you invest?
We believe in diversification and long-term investment strategies across major asset classes. We trade intelligently to save you money by minimizing unnecessary transaction fees and being mindful of tax implications. We’re active where we see opportunity and passive where we believe markets are efficient. Our end goal is to protect your hard-earned wealth and help you achieve your goals.
05
Do you have a minimum account size?
In order to maintain our high-touch, personalized level of service, we typically require a minimum of $1.5M in manageable assets, however we aim to be flexible given your circumstances and invite you to reach out to us about your specific situation.
