Sherwood Financial Partners
Financial Services - Westlake Village, CA, US
Sherwood Financial Partners Employees
Sherwood Financial Partners Details
Sherwood Financial Partners is a fee-only Registered Investment Advisor helping high-net-worth families plan for what their wealth will achieve beyond their lifetimes. Based in Westlake Village, California, we understand from personal and professional experience how complicated and overwhelming planning for the future can be. To protect your legacy and build a better future for your loved ones, we know that you need more than legal documents in place.Our fiduciary wealth advisory firm goes beyond mere documentation to build a legacy plan combining comprehensive estate, investment, insurance, and tax strategies. In this way, we help you visualize, plan, and communicate your legacy wishes.Your legacy plan is designed by a team dedicated to ensuring that the wealth you've worked so hard to build is responsibly passed down to your heirs. We have assembled a team whose expertise includes the following certifications:CERTIFIED FINANCIAL PLANNER™ (CFP®)Juris Doctor (JD)Certified Public Accountant (CPA)Chartered Financial Analyst® (CFA)This team works with you to employ our proprietary legacy planning process to organize, visualize, and actualize your values and wishes, helping to ensure a lasting legacy for future generations. We offer an introductory call to discuss your situation, concerns, and legacy goals. Visit www.sherwoodfp.com/family-legacy-planning today to schedule your 30-minute call.
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