Your Family CFO

Comprehensive Wealth Management

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.

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, taxes, Medicare, housing concerns, health and the passing of a spouse or loved one just to name a few.

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 Specialties

Financial Planning

Investment Management

Wealth Management

Case Studies

Success Story 1

Work Optional

Primary Goal:

Increase Income

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 $750,000.

  • 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 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