Sherwood Financial Management

Overview

Sherwood Financial Management is a small, independent advisory practice organized as a sole proprietorship and state-registered in New York. The firm focuses on individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee arrangements include a percentage-of-assets model alongside hourly and fixed-fee engagements. The firm acts as a capital allocator, directing client capital to third-party managers where appropriate. According to filings it does not emphasize ESG investing and operates primarily within New York rather than as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices