Going through a major life change can be overwhelming, especially when it significantly—and perhaps unexpectedly—boosts your net worth. Suddenly, you have a multitude of questions, like: What do I do now? Who can I trust? And how do I make the best decisions for my future?

If this sounds familiar, you’re not alone. Inherited and sudden wealth often affects more than your finances. It can also cause a great deal of stress and anxiety. The good news is you can avoid major missteps with the right financial partner.

That’s where Sherwood Wealth Management comes in. Our mission is to help inheritors and sudden wealth beneficiaries find clarity and confidence in an environment that ensures your interests come first. Here, you won’t find pushy salespeople in stuffy suits and ties posing as financial experts. Instead, we’ll provide you with personalized, straightforward, and unbiased financial advice backed by years of study and practice in the field of wealth management.

If you’re looking for answers—not a sales pitch—you’re in the right place. To see if we’re a good fit, I encourage you to explore our services and schedule an introductory phone call. I look forward to hearing from you!