Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Christian Financial Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Saving for Education
  • Business Retirement Plans
  • Social Security Retirement Benefits

Awards & recognition

  • Sherwood Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023
  • Shane Sherwood, Five Star Wealth Manager, 2022-2023
  • Sherwood Wealth Partners, Ameriprise Client Experience Award, 2021
  • Shane Sherwood, Ameriprise Circle of Success, 2003, 2005, 2007, 2009, 2013, 2014, 2016-2022
  • Shane Sherwood, Ameriprise Circle of Success Diamond Ring, 2020