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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Recently Published

Beware of Backdoor Roth Dangers

March 30, 2022

ThinkAdvisor recently interviewed a handful of financial advisors on their experience with advising clients on backdoor Roth IRA contributions and some dangers to be aware of. Below is the intro to her article, and you c...

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War, Our Alliances and Why We Invest Internationally

March 21, 2022

Why invest internationally? That’s a question many investors ask given the uncertainties of world events and the relative comfort and familiarity most US investors have with our domestic markets. Investors want exposure ...

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What to Tell Clients Who Want to Retire Now

March 2, 2022

Inflation is above 7% and Russia and Ukraine are at war. Clients who are ready to retire in the next three to six months may be wondering if their financial plans are strong enough to withstand whatever happens next if ...

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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%

SEC Records

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