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Sherwood Financial Partners, LLC

Headquartered in WESTLAKE VILLAGE, CA

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Firm Information

Sherwood Financial Partners, LLC is an investment advisor based in WESTLAKE VILLAGE, CA. The firm offers a range of services, including financial planning, portfolio management, and selection of other advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. They manage approximately $291,577,855 in assets.

Sherwood Financial Partners, LLC

2900 TOWNSGATE ROAD

WESTLAKE VILLAGE, CA 91361

$291.58M

Assets Under Management

10

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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basic tax planning

Basic tax planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

SHERWOOD FINANCIAL PARTNERS, LLC has a total of 2 branch locations across the country.
location

WESTLAKE VILLAGE, CA

location

Arvada, CO

Advisors at Sherwood Financial Partners, LLC

View All 2 Advisors
Unclaimed
Hannah Elizabeth oaks Boundy

CFP®, CFA®, RA

WESTLAKE VILLAGE, CA

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Yvonne Anh tu Darby

RA

WESTLAKE VILLAGE, CA

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Unclaimed
Matthew Glenn Davis

CFP®, RA

WESTLAKE VILLAGE, CA

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Disclosures

There are no public disclosures for Sherwood Financial Partners, LLC.

Frequently Asked Questions (9)

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