services
Your financial life is connected. Your guidance should be, too.
We help individuals and families make clear, confident decisions across planning, investments, taxes, estate considerations, and major life transitions.
Our work is personal, coordinated, and built around the full picture of your life, not just your accounts. Through our Living Legacy Planning approach, we help you use your wealth to support what matters now while thoughtfully preparing for the future.
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
OVERVIEW
Financial planning at Sherwood starts with attention. We take time to understand your full financial picture, the decisions in front of you, and the life you want your money to support.
Then we help you organize the details, prioritize what matters, and move forward with a plan grounded in real numbers and clear priorities.
For some clients, that means preparing for retirement. For others, it means navigating inheritance, divorce, education costs, family responsibilities, career changes, or planning for travel, time with grandchildren, and the experiences they want their wealth to make possible.
Then we help you organize the details, prioritize what matters, and move forward with a plan grounded in real numbers and clear priorities.
For some clients, that means preparing for retirement. For others, it means navigating inheritance, divorce, education costs, family responsibilities, career changes, or planning for travel, time with grandchildren, and the experiences they want their wealth to make possible.
Living Legacy Planning gives this work a deeper purpose. It helps connect the practical decisions in your plan to the life, relationships, generosity, and future you want your wealth to support.
Whatever brings you here, our role is to bring clarity and calm to the process, helping you understand where you stand, what is possible, and what steps deserve attention next.
Whatever brings you here, our role is to bring clarity and calm to the process, helping you understand where you stand, what is possible, and what steps deserve attention next.
BENEFITS
Clarity around what you have, what you need, and how the pieces of your financial life fit together
A thoughtful plan that helps guide major decisions with more confidence and less second-guessing
Support during transitions, when financial decisions often carry emotional weight
Ongoing attention as your life, family, priorities, and opportunities evolve
A trusted team that helps you make decisions without judgment, pressure, or unnecessary complexity
02 Investment Management
INCLUDING:
Investment Strategy
Market Research
Manager Due Diligence
Trading Optimization
OVERVIEW
Your investments should not exist apart from your plan.
At Sherwood, investment management begins with understanding what your money needs to do for your life. Your portfolio should reflect your goals, time horizon, cash flow needs, tax considerations, risk tolerance, and long-term priorities.
We manage investments with discipline, care, and context. Our team monitors markets, evaluates managers, reviews opportunities, and makes adjustments with your broader financial picture in mind.
At Sherwood, investment management begins with understanding what your money needs to do for your life. Your portfolio should reflect your goals, time horizon, cash flow needs, tax considerations, risk tolerance, and long-term priorities.
We manage investments with discipline, care, and context. Our team monitors markets, evaluates managers, reviews opportunities, and makes adjustments with your broader financial picture in mind.
As a Registered Investment Advisor, we act as fiduciaries. We do not receive commissions, and our recommendations are designed with your best interests in mind.
We also pay attention to how investment decisions are carried out. Trading, tax impact, expenses, allocation, and timing all matter. Every investment decision should support the life you're building, not just your portfolio.
We also pay attention to how investment decisions are carried out. Trading, tax impact, expenses, allocation, and timing all matter. Every investment decision should support the life you're building, not just your portfolio.
BENEFITS
A disciplined investment strategy aligned with your financial plan, risk tolerance, and long-term needs
Greater confidence through periods of market volatility
Ongoing oversight from a team that monitors markets, so you do not have to live inside the news cycle
Tax-aware implementation designed to reduce unnecessary friction where possible
A defensively positioned portfolio stress tested and built to support real-life goals, not just abstract market benchmarks
Clear explanations that help you understand how your portfolio is structured and why
03 Estate Counseling and Wealth Transfer
INCLUDING:
Estate Review
Executor & Trustee Assistance
Asset Transfer Optimization
Next-Gen Preparation
OVERVIEW
Managing your estate is not only about what happens someday. It is about making thoughtful decisions now so the people, causes, and responsibilities you care about are supported the way you intend.
Many families have estate documents in place, but still feel unsure whether those documents reflect their current wishes, family dynamics, assets, and long-term goals.
Our in-house attorney works closely with your advisory team to help review your existing documents, identify potential gaps, and clarify how your estate plan is designed to work in real life.
Many families have estate documents in place, but still feel unsure whether those documents reflect their current wishes, family dynamics, assets, and long-term goals.
Our in-house attorney works closely with your advisory team to help review your existing documents, identify potential gaps, and clarify how your estate plan is designed to work in real life.
We help you think through not only the transfer of wealth but also the relationships and responsibilities surrounding it: heirs, trustees, charitable giving, family conversations, blended-family considerations, and next-generation preparation.
\This is where Living Legacy Planning often becomes especially meaningful. Your estate plan should do more than transfer wealth. It should reflect your values, reduce avoidable confusion, and support the people and purposes that matter to you most, now and in the future.
\This is where Living Legacy Planning often becomes especially meaningful. Your estate plan should do more than transfer wealth. It should reflect your values, reduce avoidable confusion, and support the people and purposes that matter to you most, now and in the future.
BENEFITS
A clearer understanding of how your estate plan is designed to work
An integrated review of your estate documents alongside your broader financial plan
Support identifying gaps, outdated provisions, or coordination issues that may need attention
Visual guidance that helps clarify how wealth may move across generations
A team that understands the family, emotional, and practical dimensions of wealth transfer
04 Tax Strategy
INCLUDING:
Tax Consulting & Optimization
Tax Preparation
Tax Projection Planning
Charitable Giving Approaches
OVERVIEW
As wealth grows, taxes become more connected to the rest of your financial life.
Sherwood’s in-house CPA works closely with our advisory team to help clients make tax-aware decisions throughout the year, not only at filing time.
Sherwood’s in-house CPA works closely with our advisory team to help clients make tax-aware decisions throughout the year, not only at filing time.
We review your history, ask careful questions, look for patterns, and help identify opportunities or risks that might otherwise go unnoticed. Our goal is to help you make more informed decisions with a clearer understanding of their tax impact, not simply file your return.
When tax strategy is integrated into your broader plan, you gain a more complete view of what your decisions mean today, tomorrow, and for your legacy.
When tax strategy is integrated into your broader plan, you gain a more complete view of what your decisions mean today, tomorrow, and for your legacy.
BENEFITS
A complete team of professionals under one roof that coordinates the many moving pieces in your financial life
Year-round tax guidance connected to your financial plan, investments, giving, and estate goals
Greater visibility into potential tax obligations before they become surprises
Support organizing withholdings, projections, and planning details over time
A detail-oriented team that looks beyond the return to understand the full picture
Disclosure
*The testimonials displayed were provided by current clients of Sherwood Financial Partners, LLC (“SFP”). These clients were not compensated for their testimonials, and SFP is not aware of any conflicts of interest regarding these testimonials. The testimonials provided are not representative of all experiences.
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 0.8% fee on assets managed with us, which covers ongoing financial planning, estate and tax consulting, and investment management. In limited cases, fees may be adjusted based on asset level and the scope of services provided.
We offer à la carte rates for certain services:
- Tax preparation for asset-management clients: $250/hour
- Financial planning for non-asset-management clients: $500/hour
- Tax preparation for non-asset-management clients: $500/hour
We do not receive commissions.
We offer à la carte rates for certain services:
- Tax preparation for asset-management clients: $250/hour
- Financial planning for non-asset-management clients: $500/hour
- Tax preparation for non-asset-management clients: $500/hour
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.
