Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Glenn Davis is a financial advisor with Sherwood Financial Partners, LLC in Westlake Village, California. Matthew has been in the industry since 2010 and has a Series 65 license. He is a Certified Financial Planner and specializes in financial planning, portfolio management, and selection of other advisors. Matthew works with individuals, charitable organizations and high-net-worth individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Basic tax planning
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.
A percentage of the total value of assets under management is charged.
1
2
CA
02/10/2022 - Present
Sherwood Financial Partners, LLC (WESTLAKE VILLAGE CA)
IA
Issued 04/02/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Matthew Davis is the right advisor for you? Invested Better is here to help.
