Sherwood Limited, based in New Canaan, CT, is an independent, fee-only financial advisory firm with over 30 years of experience serving 350 families. Their experienced and reliable team offers coordinated financial planning and investment management to help clients navigate major life events, accumulate wealth, approach retirement, and live comfortably in retirement.
Specializing in providing unbiased and expert advice, Sherwood Limited works closely with clients to create customized financial solutions tailored to their individual needs. Through a collaborative partnership, they offer goals-based planning, integrated financial services, and a long-term relationship to ensure clients feel confident and secure in their financial future.
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