We are a highly personalized and comprehensive investment firm specializing in YOU and your retirement. Our practice is designed to help those who are near or already in retirement focusing on your unique needs and lifestyle.  

We tailor investments toward each client’s specific needs but also understand that investments are just one piece of the puzzle. We go beyond investments to ensure your entire financial picture including social security, Medicare and all the other financial details are following a solid plan that we communicate to you in plain English every step of the way. 

We are intentional about limiting the number of clients we serve. Thoughtful planning not only takes experience but also time. We want to ensure we honor each client by giving them the time they deserve and making ourselves available whenever needed. Our clients stay with us for a long time and the relationships and trust we build together are of utmost importance. Sherrill Wealth is a true partner throughout retirement, and we leave no stone unturned.  

Our ideal client is on the cusp of retirement or already retired. They are looking for someone who has the knowledge and experience to advise them on income, investments, taxes, healthcare, and estate planning. They want a trusted advisor to provide strategies in order to maintain their standard of living throughout retirement. 

If you are interested in learning more please give us a call or book an appointment below. 



Schedule a phone call—we would love to talk with you!! A 15-minute phone conversation will give us a chance to get to know each other and make sure our expertise matches your needs. 

If we both feel that moving forward would be of benefit, we will schedule an in-person meeting so that we can further dive into the financial details and identify strengths, concerns, and goals for the future.  If you’re still interested, we’ll begin the paperwork.