Tracy Sherwood
CFP®
Sherwood Financial Management
President
Tracy Sherwood
CFP®
Sherwood Financial Management
President
As a fee-only financial planner, my focus is to offer unbiased financial advice to help my clients live the life they work so hard for today, and into the future. - Tracy Sherwood, CFP®
Fee-Only financial planner located in Williamsville, NY, serving clients locally and across the country
Tracy Sherwood is a Williamsville, NY fee-only financial planner. Sherwood Financial Management helps executives, professionals, and individuals create a better quality of life, for themselves and their families, through personal financial planning, financial consulting, and money management services. Our goal is to help our clients make choices that will allow them to live the life they work so hard for, today and into the future.
Tracy L. Sherwood, CFP®, Founder / Financial Advisor is celebrating 25 years in the wealth management industry!
Prior to founding Sherwood Financial Management, I spent my career at a local fee-only wealth management firm in Williamsville NY (Ogorek Wealth Management) for 24+ years working with clients as they near retirement. I cultivated long-term relationships advising individuals, spouses, partners and extended families on personal financial planning, wealth accumulation strategies, retirement planning and most notable retirement coaching.
By continuously educating, providing perspective, and maintaining investment discipline, I helped clients navigate the financial markets in varying market conditions over the years; including both the booming dot com era of the 90’s, and the Great Recession precipitated by the financial crisis in 2007-2008.
Throughout the years, I realized that the most rewarding aspect of my career as a trusted financial advisor is giving each of my clients the time, care and consideration that they deserve. I view this as one of my strengths as an adviser, and part of the motivation behind starting my own firm.
I want to ensure that clients are living their best life, setting attainable goals and pursuing experiences that they are excited about and enjoy. In the spirit of living my best life, I am focusing on more satisfying business goals, including delivering a superior customer experience, and making a positive impact on my community.
I am thankful for the knowledge, experience and confidence that I gained over the years, and the opportunity to offer you my advisory approach and services at my firm.
Tracy Sherwood is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Tracy Sherwood is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Tracy Sherwood is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Tracy Sherwood is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Tracy Sherwood is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Tracy Sherwood is a Member of the Board of the FPA of Western New York
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Tracy Sherwood Volunteers her Time and Talent with Savvy Ladies to Empower Women Through Financial Knowledge
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Tracy Sherwood is Quoted in AARP Magazine: "5 Tips for Retiring in the Next 12 Months"
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Tracy Sherwood is Quoted on Business Insider: "I asked financial planners 5 money questions I've been too embarrassed to ask for years"
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Tracy Sherwood is Quoted in ThinkAdvisor: "What to Tell Clients Who Want to Retire Now: Advisors' Advice"
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Tracy Sherwood is Quoted in Forbes: "34% Of Entrepreneurs Have No Retirement Savings Plan"
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Tracy Sherwood is Quoted in MarketWatch: "Retirement and old age can be dire for women"
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Tracy Sherwood is Quoted on GoBankingRates.com: "Retirement: High Municipal Bond Earnings Could Lead to Higher Medicare Premiums"
Contact Tracy Sherwood
Office Locations:
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8463 Sheridan Drive
Williamsville, NY 14221
