Turning your investments into a reliable income stream while minimizing taxes requires a different skill set than saving. We specialize in making your retirement transition seamless and stress free. As an Independent Financial Advisory Firm, our team provides the intimacy and personal attention of a small boutique with global resources of one of the world's largest financial services firms.
Our goal is the same as yours: to guide you to a place of financial confidence so you can focus on things that you want to do, instead of worrying whether or not you have enough money to do them. Grab our checklist that covers important planning issues to identify and consider before deciding to retire.
Our goal is the same as yours: to guide you to a place of financial confidence so you can focus on things that you want to do, instead of worrying whether or not you have enough money to do them. Grab our checklist that covers important planning issues to identify and consider before deciding to retire.
Services
I have spent my entire 25 year career helping families live off and enhance their nest-eggs throughout their retirement. Much of my experience was spent as a Wealth Manager and Team Leader at a couple of the largest and most reputable firms in the nation.
I greatly appreciate all I learned in those formative years but ultimately I decided I wanted to have less clients, deeper relationships, and better work-life balance than a pure profit motivated institution is able to handle.In 2012, I launched Sherrill Wealth Management so I could work with my clients on the same side of the table to achieve what's important and beneficial to them.
I greatly appreciate all I learned in those formative years but ultimately I decided I wanted to have less clients, deeper relationships, and better work-life balance than a pure profit motivated institution is able to handle.In 2012, I launched Sherrill Wealth Management so I could work with my clients on the same side of the table to achieve what's important and beneficial to them.
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 have designed a 3-step process to help you evaluate our services and make an informed decision about working together. During this process you will receive a retirement scorecard that will address key areas of retirement success.
For people who are potentially a good fit for our firm, there is no cost or obligation for this process as we want you to know exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your nest egg.A quick 15-minute phone call will give us both a chance to make sure our expertise matches your needs.
For people who are potentially a good fit for our firm, there is no cost or obligation for this process as we want you to know exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your nest egg.A quick 15-minute phone call will give us both a chance to make sure our expertise matches your needs.
This communication is strictly intended for individuals residing in the states of FL, GA, DC, OH, NC, NJ, ME, CO, MS, MD. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Reviews (6)
Ken H.
Nov 25, 2021
Report
I reached out to Gardner and Sherrill Wealth Management because his practice is local to me and the many positive online reviews. Gardner took the time to listen to my life story, not just my financial picture, and understand my current goals and goals for my future. I am a disabled veteran and Gardner went out of his way to provide me a financial plan while I still had the time horizon and tax advantages. I recommend anyone reach out to Sherrill Wealth Management if they seek a personal and professional financial management experience.
Carol Massey
Aug 31, 2021
Report
Jeri Kussro
Jul 13, 2021
Report
Jim Manning
Jan 03, 2021
Report
Gardner provided me with valuable information for moving forward with my wealth management strategy including recommendations for a CPA and estate attorney. His personal family style approach allows people to feel comfortable that you receive the attention and expertise needed for your individual needs. Gardner and his assistant, Becky, are a pleasure to deal with and I would recommend them for your financial partner. Jim
Amy Banach
Oct 07, 2020
Report
Our experience with Gardner of Sherrill Wealth Management has been great. He is extremely knowledgeable, and truly has the heart of a teacher. He has sought to help my husband and I, but also has cared to get to know us as individuals. He has great follow-up as well. I would recommend Gardner to any family member or friend.
Marie Cormican
Sep 27, 2018
Report
