Sherwood Investment Services

• Wealth management and financial planning
• Customized investment management
• 25+ Years investment experience in all kinds of market
• Fee Only.  No commissions
  

We will provide Wealth Management services for you, helping you preserve your assets and grow them for the future by providing customized financial planning and investment management.

Regardless of whether you are preparing your children for college, preparing for retirement or are already retired, we want to help you achieve financial security and worry less about your financial future.

We have chosen to remain independent so we are not pressured to sell any financial investment or insurance that might not be in your best interests.  We have nothing to sell you and no sales quotas to meet.  By being independent, we are free to give unbiased advice and recommend the best financial strategy and investments fitting your objectives.

All securities are purchased and sold for you without commissions.  We are a fee only investment advisor.  We do not receive one penny from commissions, thereby avoiding any possible conflicts of interests.  The only product we sell is our exceptional service, unbiased investment advice, and sound investment strategies.  Our fee is based solely on the value of your investment portfolio, so when your portfolio grows, we both benefit.

As a fiduciary, we manage clients’ investments as if they were our own.  We strive to always place you in the investments best fitting your objectives.

You will find our service personalized and customized.  We stay in frequent contact with you to keep you informed and for us to remain up-to-date on your financial requirements.  Regardless of where you live, you can easily reach us.

Contact us for additional information