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Sherrod Wealth Management, LLC

EST. AUM
$0

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CLIENT ACCOUNTS
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Firm Details

Metro area Des Moines
CRD Number 343674
Website sherrodwealth.com
Client types

Overview

Sherrod Wealth Management is an independent registered investment adviser providing comprehensive wealth management to individuals and families. The firm integrates investment management with retirement, tax, estate and legacy, insurance, and broader financial planning. Its target clients include physicians and medical professionals, executives, corporate professionals, business owners, pre-retirees, and retirees. Investment portfolios are constructed and adjusted around each client's financial objectives, with access to institutional investment managers where appropriate. The firm's planning model coordinates investments with income, spending, savings, debt, taxes, and long-term wealth-transfer considerations.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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