Network·Venture Capital

Sherwood Financial Partners, LLC

Unclaimed

📍 WESTLAKE VILLAGE, CA

Venture Capitalconsumer
www.sherwoodfp.com/

SEC CRD #801-123155

About

Sherwood Financial Partners Services About Events Insights Contact Login Get Started Contacts Book a call Do more than leave a legacy, live it Your legacy—or imprint on the world—isn t just a future achievement. It s alive right now. You can shape your legacy by building new memories, strengthening family relationships, and pursuing activities that are joyous and purposeful. We believe money s highest purpose is to help you create what we call your Living Legacy. Discover If We re The Right Fit For You Disclosure *The testimonials displayed were provided by current clients of Sherwood Financial Partners, LLC (“SFP”). These clients were not compensated for their testimonials, and SFP is not aware of any conflicts of interest regarding these testimonials. The testimonials provided are not representative of all experiences. CLOSE What people say about us –David B. My wife and I love the personal service. Being with Sherwood has given us peace of mind and confidence that we re being well taken care of. I ve recommended them to all my family members. ‍ –Tina Jeff B. We’ve entrusted our immediate and extended family’s financial security to the Sherwood team for years. Their approach is much more than simply providing a service, it’s developing a relationship built on trust, communication, empathy, and sound advice. –Andrea S. I will be forever grateful to the Sherwood team. They not only provided expert financial guidance but also compassion and clarity as I navigated my divorce an

Key Contact

MG

MATTHEW G. DAVIS

CHIEF COMPLIANCE OFFICER

📞 (805) 870-5591

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AUM

$294M

Location

WESTLAKE VILLAGE, CA

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