2520 Manatee Ave W., Suite 200, Bradenton, FL
941-745-2201

Our Services

Sherrill Wealth Management is available to provide advice on anything that has to do with you and your money. We help you stay on top of all aspects of your financial life and coordinate with your other professionals, such as CPAs, Attorneys , mortgage brokers, and insurance agents as needed.   We handle the difficult, tedious but important tasks so you can get back to living your life.

Our Specialties

Financial Planning

  • Risk Management
  • Tax Strategies
  • Retirement Income
  • Social Security Maximization
  • Estate Planning
  • Philanthropy
  • Investment Management

  • Risk Tolerance & Capacity
  • Asset Allocation
  • Asset Location
  • Investment Factor Exposure
  • Tax efficiency
  • Low cost implementation
  • Wealth Management

    Are you looking for both financial clarity and help with your investments?  Here, we combine our in-depth financial planning with our investment management services into our "done for you" service.

    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.
    • 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.
    • 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.

    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.

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