I think one of the most critical things I’ve learned in recent years is the importance of learning to live in nuance.

The benefits of having a financial advisor and planner in your corner.

With so many options and so many unknown future variables, here’s a quick guide on the most efficient way to save for your kid’s future. 

Looking for meaning in the good, the true, and the beautiful and utilizing planning to maximize your impact.

How does your life insurance coverage fit into your overall financial plan?

Is it too soon to be thinking about an estate plan?

What is Generational Wealth and how do I create it for my family? 

A few steps you can take when your parent has dementia.

A recap of our 2022 Family Wealth and Values Conference.

Do your due diligence to ensure that your children are taken care of should you and your spouse pass away while they are minors.

We're excited to announce our speaker lineup and topics for our fall Informed Investor webinar series. For more info and to register,...

The past several days have yielded turbulent markets, and intensifying measures across the country...

We'd like to express our congratulations to our founder and partner, Matthew Davis, on his recent engagement to the lovely Jodi Clontz.

We recently hosted our annual investor conference at the Four Seasons in Westlake Village.

Below is a summarized excerpt from our 2020 Sherwood Financial Partners Investor Conference

As a new year (and a new decade) dawns, we want to express our excitement for all that’s in store for 2020.

We had the great pleasure of spending this past Saturday at Dodgers Stadium with many of our clients and we're so grateful to all of you...

We would like to thank everyone who joined us for a celebratory cooking class at the California Health and Longevity Institute at the...