Tracy Sherwood, CFP® Sherwood Financial Management

About Tracy Sherwood, CFP®

Prior to founding Sherwood Financial Management, I spent my career at a local wealth management firm for 24+ years working with clients as they near retirement. As a fee-only advisor, I cultivate long-term relationships advising individuals, spouses, partners, and extended families on personal financial planning, wealth accumulation strategies, retirement planning, and most notable retirement coaching. By continuously educating, providing perspective, and maintaining investment discipline, I help clients navigate the financial markets in varying market conditions, which to-date includes both the booming dot com era and the Great Recession.

Throughout the years, I gained an appreciation for my advisory strengths, and realize that the time, care, and consideration I give to my clients is more than they expect from an advisor in the financial industry. I am thankful for the knowledge, experience, and confidence that I have gained over the years which provided the opportunity to offer you my advisory approach and services at my firm.

I live in Clarence with my husband and our two boys. I currently volunteer with the local Clarence High School Business Academy mentoring Sophomore, Junior, and Senior high school students. I also serve as a volunteer for Savvy Ladies which is a non-profit organization that provides personal finance education and resources for women to inspire them to plan for the future. I am currently a member of the National Association of Personal Financial Advisors (NAPFA) for fee-only advisors, and the Financial Planning Association (FPA). I serve on the local FPA of WNY chapter’s program committee to help deliver stimulating and relevant content to our membership.

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Ideal Clients

  • Baby Boomers
  • Mid-Career Professionals
  • Retirement Planning
  • Women Professionals

Ways Advisor Charges

  • Quarterly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Quarterly Fee: $625+/qtr
  • Hourly Fee: $300+/hr
  • Assets Under Management: 1.00%

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