Our Services

Sherrill Wealth Management specializes in retirement.  What does that mean exactly?

Retirement is a big decision. Most likely one of the biggest decisions you will make during your lifetime. There are many things to consider before you retire. And once you have retired there are many varying circumstances that you will encounter.

Putting together the pieces that go into a retirement income plan takes skill and training that the average financial planner doesn’t have. What you need is a specialist, not a general practitioner. We’re specialists.

Yes, having a solid, diversified portfolio is extremely important but for retirees the following are just as important financial considerations:  Retirement Income,  Social Security Planning, Taxation in Retirement (its different), Medicare, Housing Concerns, Healthcare and the passing of a spouse or loved one just to name a few.  This is evidence-based planning – not guesswork.

At Sherrill Wealth we take the time to look at your entire picture to ensure we create a plan that addresses all your needs.  We then meet with you regularly to see what might have changed in your life. As we age circumstances change and as such your retirement plan should adjust accordingly.

Sherrill Wealth helps you stay on top of every aspect of your financial life and as needed coordinate with other professionals such as your CPA, attorney, mortgage broker and insurance agent so you can continue to live and enjoy your best life.

Our Standard of Care


Case Studies

Success Story 1

Work Optional

Primary Goal:

Increase Income

Focus on What Matters

Who is a typical Sherrill Wealth Client?

Retired or close to it:
We specialize in people who are retired or very close to it (typically 5 years or less). This allows us to tailor our service and expertise to the unique needs of retirees.

Conservative Investors:
Our clients are more concerned with maintaining their standard of living throughout their remaining years.  Our approach is goal focused and planning driven, as sharply distinguished from an approach that is trading focused and current events driven.  Every successful retiree we've ever worked with was acting continuously on a plan.  Failed retirees in our experience, get that way by reacting to current events in the economy and the markets.

Recognizes Value:
Our clients understand that there are areas of finance we can help measure, influence, and monitor and others that we cannot. They are cognizant that the latter can distract them from their progress and are intentional about focusing on areas we can help control.

Looking for a trusted advisor:
Our clients understand that the success of their retirement is too important to be doing it themselves, and they understand the value of having expert guidance.

Diligent Saver: 
While our clients would hardly consider themselves to be “rich”, thanks to a lifetime of diligent saving and frugal living they have accumulated a retirement nest egg of at least $500,000.

Nice People:
This might sound cliché, but we will only work with genuinely nice people with whom we share a mutual respect.

While we would love to help everyone, we have very intentionally limited the number of clients we serve so that each client gets the personalized attention they need.  If you feel you are not a fit for the criteria above, we suggest that you visit letsmakeaplan.com to find a Certified Financial Planner near you.

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