The Sherrill Wealth (SW) website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists.

Nothing on this website is intended to constitute legal, tax, securities or investment advice, or an opinion regarding the appropriateness of any investment. The content of this website is intended for general information purposes only and should not be acted upon without obtaining specific legal, tax and investment advice from a qualified professional concerning your own situation. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance.

Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user.

There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information posted on this or any ‘linked’ website.


The content on each of the web pages at this site, including, but not limited to, design, text, and images are owned or licensed by SW, unless otherwise expressly stated. Except for your own personal, noncommercial use, none of the content on these web pages may be copied, transmitted, displayed, distributed, modified, framed or stored for subsequent use in whole or in part in any manner without SW’s prior written consent. “Sherrill Wealth” and the SW logo are trademarks or service marks of SW.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


All links to other sites found on the SW website are publicly available on the World Wide Web and are provided solely for the convenience of users. These sites are not sponsored or endorsed by, affiliated with, or the responsibility of SW.

Links are being provided for information purposes only. Unless expressly stated otherwise, the owners of these linked sites are not affiliated with SW and they do not sponsor or endorse the SW site or the views expressed in these documents. Likewise, SW is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. SW is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.


SW often communicates with its clients and prospective clients through email and other electronic means. Your privacy and security are very important to us. SW makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send SW private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.

Step 1:  Schedule Your 15-minute Phone Call

This phone call will give us both a chance to make sure your situation matches our expertise