Services

Being able to find financial advice that's truly helpful shouldn't be limited to your situation or season of life. That's why we've built a service model that meets you where you are and helps you get to where you want to go.

Basic Asset Management

Designed for young professionals and those just getting started on their financial journey, our basic asset management service is here to help set you on the right track for financial success.

This service level includes

  • basic financial planning

  • employment benefits consulting

  • asset allocation and risk management

  • automated investing through Schwab's Intelligent Portfolios® program

  • limited access to a Sherwood advisor

Comprehensive Asset Management

Our comprehensive service level was created to meet the needs of those preparing for and enjoying retirement. Whatever your goals are, we're here to help you meet them.

This service level includes

  • comprehensive financial planning and periodic plan reviews

  • tax strategy

  • education planning

  • estate planning

  • comprehensive wealth management

  • in house trading and account servicing

  • cash management

  • charitable giving strategy

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.  

 

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