Do more than leave a legacy, live it

Your legacy—or imprint on the world—isn't just a future achievement. It's alive right now. You can shape your legacy by building new memories, strengthening family relationships, and pursuing activities that are joyous and purposeful. We believe money's highest purpose is to help you create what we call your Living Legacy.

Discover If We're The Right Fit For You

What people
say about us

–David B.

"My wife and I love the personal service. Being with Sherwood has given us peace of mind and confidence that we're being well taken care of. I've recommended them to all my family members."
‍

–Tina & Jeff B.

"We’ve entrusted our immediate and extended family’s financial security to the Sherwood team for years. Their approach is much more than simply providing a service, it’s developing a relationship built on trust, communication, empathy, and sound advice."

–Andrea S.

"I will be forever grateful to the Sherwood team. They not only provided expert financial guidance but also compassion and clarity as I navigated my divorce and transitioned into being a single mom. I was able to take control of my finances and build a foundation for financial independence."

–Steve & Nancy T.

"We've had the fortunate opportunity to work with Matt and Hannah since before Sherwood began. It was an easy decision for us to follow them on their new journey because of their ability to provide us with continued security and trust!"
‍

–Mari & Brian A.

"As longtime clients, we've developed trust in and respect for Sherwood's financial strategies, thought process, and approach to portfolio management. The've assisted us through several life-changing events, including parental estates, estate planning, and legacy strategy."

The roadblocks we help you overcome

You’ve worked hard to build your wealth so you can live the life you want today, not tomorrow.

You lie awake wondering if you’re truly prepared for what’s ahead—retirement, emergencies, legacy planning...

From uncertainty

We bring clarity using advanced tools and strategies that answer the question keeping most people up at night: "Will I be okay financially?"

To Clarity & Confidence

You’ve been forced to play middleman—translating between your CPA, attorney, and advisor, while receiving advice that’s often disparate or contradictory.

from Piecemeal advice

Our in-house CPA and attorney work in harmony with our advisors to align every piece of your financial life, delivering clear, cohesive guidance built around your goals.

To Coordinated Expertise

You’re overwhelmed trying to make complex financial decisions on your own. Or your current advisor treats you like a number, offering generic advice that doesn't address your needs.

from going it alone

We take time to discover what makes you "you"—your values, actions, and ambitions—so you can partner with us confidently. With regular check-ins and ongoing support, you’ll experience a team that genuinely cares.

To Feeling Seen & Understood