Also known as sherwood financial
Sherwood Financial Partners is a wealth management firm based in Westlake Village, California, founded in 2019 and reporting about $294 million in assets under management. It works with clients on investments, taxes, estate documents, retirement income, family needs and charitable goals. The firm describes an approach in which planning, investment, tax and estate perspectives are coordinated into one plan, with advisors staying in contact as decisions arise.
Public regulatory records matched to Sherwood Financial Partners from SEC and IRS filings.
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Sherwood Financial Partners is a wealth manager based in Westlake Village, United States, managing approximately $294M in assets.
Sherwood Financial Partners is headquartered in Westlake Village, United States.
Sherwood Financial Partners manages approximately $294M in assets under management.
Sherwood Financial Partners was founded in 2019.
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