About Sherwood Investment Services
Sherwood Investment Services is an independent fee-only fiduciary advisor that has been serving the Seattle area Eastside for over 20 years. The company specializes in personalized financial and retirement planning, as well as investment management services. With a team of experienced professionals, Sherwood Investment Services is dedicated to helping clients achieve their financial goals and secure their future.
One of the key features that sets Sherwood Investment Services apart from other financial advisors is its commitment to being a fiduciary. This means that the company always puts its clients' interests first, ensuring that all advice and recommendations are made with their best interests in mind. As an independent firm, Sherwood Investment Services does not have any conflicts of interest or ties to specific products or services, allowing it to provide unbiased advice tailored specifically to each client's unique needs.
The team at Sherwood Investment Services understands that every client has different goals and priorities when it comes to their finances. That's why they take a personalized approach to financial planning, working closely with each client to develop a customized plan designed to help them achieve their specific objectives. Whether clients are looking for help with retirement planning, investment management, tax planning or estate planning, the experts at Sherwood Investment Services have the knowledge and experience needed to guide them through every step of the process.
When it comes to investment management services, Sherwood Investment Services takes a disciplined approach based on sound principles of asset allocation and diversification. The company believes in investing for the long-term while also being mindful of risk management strategies designed to protect clients' portfolios during market downturns.
In addition to its core services related directly to financial planning and investment management, Sherwood Investment Services also offers a range of other resources designed specifically for its clients' needs. These include educational seminars on topics such as Social Security benefits optimization strategies or Medicare enrollment options; access online tools like budgeting calculators; regular newsletters providing updates on market trends; and more.
Overall, if you're looking for an experienced team of professionals who can help you navigate your way through complex financial decisions while always putting your best interests first – look no further than Sherwood Investment Services!