Team profile

What you can expect when you work with us

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.
Get started

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