Fiduciary - Registered Financial Planner/Investment Manager


  • 100% Fiduciary, Registered Investment Advisor
  • Retirement planning and investment management
  • Fee Only.  No commissions
  • 20+ Years helping clients retire financially secure
  • NAPFA and Multi-State Registered


Sherwood Investment Services is a 100% fiduciary, fee-only (no commissions) Registered Investment Advisor and Financial Planner.  For 20-years we have specialized in retirement planning and investment management for people of all ages.

As a 100% financial fiduciary, we always place your best interests first and above ours.  All securities are purchased and sold without commissions.  We do not receive one penny in commissions.  We have nothing to sell you, no sales quotas to meet, and all possible conflicts of interests are avoided.  Our fee is based solely on the value of your investment portfolio, so when your portfolio grows, we both benefit.

Each client receives personalized investment strategies.  Everything we do is aimed at helping our clients meet their financial goals and be financially secure.

Our proven investment strategies help clients have peace of mind in good markets and bad.

There is never a charge for meetings, calling us, or communicating via email with questions, unlike advice and investment management charged by the hour.

We stay in frequent contact with you to keep you informed and for us to remain up-to-date on your financial requirements.

 
How Are We Different?
  • One-on-one personalized service, supported by our expert team of CPAs and estate attorneys.
  • 100% Fiduciary.  Financial and investment planning in your best interest comes first -- always.
  • Expert retirement planning to maximize your Social Security benefits.
  • We directly manage your investments, not a third-party.

Our only compensation is based on the value of your portfolio.  So when your portfolio grows, we both benefit.


Contact us for additional information

Eric Linger, dba Sherwood Investment Services, is a registered investment advisor in the State of Washington and New Jersey. The advisor transacts business only in states where it is appropriately registered or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

 

 

 

Sherwood Investment Services - © 2017