Thomas Sherwood

Managing Partner & Portfolio Manager at Headwater Investment Consulting Inc - McMinnville, OR, US

Thomas Sherwood's Colleagues at Headwater Investment Consulting Inc
Scott Chambers

Founder and President

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Matt Dressel

Client Relationship Associate

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Carol Mason

Business Operations & Marketing Manager

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Kevin Chambers

Managing Partner & Lead Advisor

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Chen Xu

Equity Research Analyst

Contact Chen Xu

Janet Sasaki

Client Relationship Associate

Contact Janet Sasaki

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Thomas Sherwood's Contact Details
Email (Verified)
***@headwater-ic.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
503-565-2100
Location
Sherwood,Oregon,United States
Company
Headwater Investment Consulting Inc
Thomas Sherwood's Company Details
Headwater Investment Consulting Inc logo, Headwater Investment Consulting Inc contact details

Headwater Investment Consulting Inc

McMinnville, OR, US • 10 - 19 Employees
Financial Services

Just as the headwater is the source or beginning of the water for a river, Headwater Investment Consulting is your source for planning your financial future. Your investment portfolio received personalized attention from our team of highly accessible, knowledgeable investment advisors and staff.Let us guide you through the changing financial needs of your family, your business, and your retirement.Headwater Investment Consulting is a Registered Investment Advisor located in McMinnville, Oregon. We offer investment management to individuals, families, endowments, and foundations._____While appreciated, accepting recommendations and endorsements is discouraged by the SEC, and, as such, we do not accept them as a matter of policy. Please be wary of posting or commenting on behalf of Headwater Investment Consulting. Headwater Investment Consulting is not responsible for nor does Headwater Investment Consulting condone any comments by third parties on their behalf.

Wealth Management Services Retirement Forecasting and RMD fulfillment Tax Lost Harvesting Charitable Giving Retirement Accounts (IRA ROTH IRA SEP IRA 401k & 403b Rollovers) Individual & Joint Accounts Revocable & Family Trusts Endowments & Foundations 401k & 403b Rollovers) Individual & Joint Accounts Revocable & Family Trusts Endowments & Foundations 401k & 403b Rollovers) Individual & Joint Accounts Revocable & Family Trusts Endowments & Foundations
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Frequently Asked Questions about Thomas Sherwood
Thomas Sherwood currently works for Headwater Investment Consulting Inc.
Thomas Sherwood's role at Headwater Investment Consulting Inc is Managing Partner & Portfolio Manager.
Thomas Sherwood's email address is ***@headwater-ic.com. To view Thomas Sherwood's full email address, please signup to ConnectPlex.
Thomas Sherwood works in the Financial Services industry.
Thomas Sherwood's colleagues at Headwater Investment Consulting Inc are Scott Chambers, Matt Dressel, Carol Mason, Kevin Chambers, Chen Xu, Janet Sasaki and others.
Thomas Sherwood's phone number is 503-565-2100
See more information about Thomas Sherwood