Sherwood Wealth Partners

A private wealth advisory practice of Ameriprise Financial Services, LLC
Team photo for Sherwood Wealth Partners

Biblically Based Financial Advice

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  • Your financial priorities

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  • Get to know us

    We are committed to helping our clients achieve their financial goals. Learn about our team.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our approach

Our Mission

Provide financial and investment advice to help people feel more confident and in control of their finances.

What We Do

We help our clients answer the questions and make the decisions needed to simplify and balance between living today, planning for the future, and being prepared for uncertainty.

Core Beliefs

The foundation for our advice is a Christian worldview. The perspective is one of stewardship – we are managers, not owners. We believe biblical principles are transcendent, and therefore always relevant.

There are five financial principles we strive to follow. Spend less than earned, give generously, avoid debt use, build liquidity, and set long term goals. Also, there are five areas of life that are uncertain, have financial implications, and should be prepared for: emergencies, markets and economies, tax environments, health, and longevity.

Having this perspective, following these principles, and preparing for these areas of uncertainty, leads toward feeling more confident and in control of your finances and ultimately having financial peace of mind. This frees you to focus your time and energy on what is most important in your life.

The views expressed here reflect the views of Sherwood Wealth Partners as of February 22, 2024. Actual investments or investment decisions made by Ameriprise Financial and its affiliates, whether for its own account or on behalf of clients, will not necessarily reflect the views expressed. This information is not intended to provide investment advice and does not account for individual investor circumstances.

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Honored to be recognized in Forbes

All of us at Sherwood Financial are honored to share that our team was included on the 2023 Forbes Best-in-State Wealth Management Teams list. This list recognizes advisory teams who excel at helping clients achieve their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.