Robin  Sherwood

Robin Sherwood

| CFP®, MBA

HTG Investment Advisors Inc.

(203) 972-8262

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Fee-Only Financial Advisor Serving the Tri-State Area (NY, NJ, CT)

Specialties

  • Fee-Only Financial Planning
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • College Education Planning
  • Wealth Management
  • Portfolio Management
  • DFA Advisor

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50 Locust Avenue
New Canaan, CT 06840

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Robin Sherwood is a New Canaan, CT Fee-Only Financial Planner serving the Tri-State area (NY, NJ, CT). HTG Investment Advisors Inc. specializes in providing objective wealth management to help clients build, manage, grow, and protect their assets through life's transitions. Robin Sherwood is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
With over twenty years of experience as a fee-only advisor, I am in a unique position to guide individuals through the complexities of investing, saving for retirement and planning for their financial futures. In my role as a planner, I work to integrate the intricate topics of taxes, savings, and investing into a cohesive, well- constructed long-term plan. Examples include:
  • Helping retirees to understand what lifestyle they can afford and how to invest to meet their goals.
  • Helping individuals to structure an estate plan that reflects their values, wishes and family circumstances.
  • Helping a widow to organize and understand her assets and to develop a new financial plan based on a new set of circumstances.
  • Helping families to figure out how to pay for the high cost of college, either through advance savings or redeploying assets.
  • Helping pre-retirees to assess when they can afford to retire and how to ensure income in retirement matches expenses
 Once the analysis and plan are complete, I work with clients to develop and monitor an investment strategy that fits their circumstances.
 
Biography:
  • CERTIFIED FINANCIAL PLANNER (TM), 1990
  • MBA, Wharton School at University of Pennsylvania
  • BA, Colby College
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Our mission is to help individuals and families achieve their financial goals by providing investment advice along with an array of financial planning services.  We strive to exceed your expectations for competence, service and trust.
 

Founded in 1993, HTG is a fee-only, Registered Investment Advisor, regulated by the Securities and Exchange Commission (SEC).  Our staff of twelve professionals serves over 200 families and manages over $400 million in assets.
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