Committed to You

    BUILDING LASTING RELATIONSHIPS

    Our most important relationship is the one we have with you. We work diligently to communicate with you, understand your unique needs and desires, and help you build the ideal financial plan to meet your goals and objectives.

     

     

    Nicholas-Sheridan

    Nicholas Sheridan, CFP®, CRPC®

    Principal, Advisor

    With passion and wit, Nicholas Sheridan has been helping his clients bring all the pieces of their financial puzzle together into one holistic plan for nearly 15 years. He provides personalized financial planning through a process of understanding what’s most important to his clients in every aspect of their life, well beyond their wealth.

    Nicholas knew early in life he wanted to be involved in the finance world, but his “aha-moment” was the day his father retired at the age of 50. When Nicholas asked how he achieved that goal, the answer was simple. “He explained that good things happened during his career, but it was a financial planner who helped him take the right steps along the way. That’s the type of guidance I offer to my clients.”

    After earning his bachelor’s degree in finance from the University of Connecticut, Nicholas began his career at Merrill Lynch and earned his CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor (CRPC®) certifications. After 10 years, he joined the private wealth firm of Lindberg & Ripple, in West Hartford. In 2021, Nicholas founded Sheridan Wealth Management to offer his clients the combination of a personalized, intimate relationship with access to the robust research, technology, and advanced planning resources available through his affiliation with Commonwealth Financial Network®, a leading network of independent financial advisors.

    A car enthusiast, Nicholas likes to equate the benefits he offers his clients to taking a cross-country journey. “A traditional advisor may fill your gas tank and send you on your way. I’m the kind of financial planner who will get under the hood, check your brakes, tires, and engine performance, then chart the route to your destination.” It’s this kind of attention to detail that he believes has benefitted his clients, whether it be retiring early, buying a second home, downsizing, caring for elderly parents, selling a business, or simply making sure they don’t outlive their money.

    “I’m a perfectionist at heart. I leave no stone unturned and analyze every angle, ensuring my clients’ financial life works together in unison. Then I distill that information in an easy-to-understand way so they can make informed decisions that enable them to sleep well at night.”

    A 2019 Hartford Business Journal 40 Under Forty honoree, Nicholas is committed to giving back to his community. He is a board member of the Hartford Gay & Lesbian Health Collective, a member of the Bushnell Young Professionals Committee, and serves on the Hartford Foundation for Public Giving’s Professional Advisory and Scholarship Committees.

    Nick and his wife Jennifer, live in West Hartford, Connecticut. He enjoys breaking a sweat at the gym, trying to stay out of the woods while golfing, making people laugh by not taking himself too seriously, and tackling do-it-yourself projects.

    Our Resources Team

     

    Advanced Planning Team

    Charitable planning, trusts, estates, and social security are just some of the areas we’re able to provide you with guidance through our partnership with Commonwealth Financial Network®, our Registered Investment Adviser–broker/dealer. This highly specialized team of Advanced Planning professionals is available to us as we serve your comprehensive financial planning needs.  Click here to learn more.

     

    Research Team

    As our client, you benefit from a dedicated, full-time team of investment research professionals who specialize in areas ranging from alternative investments to equities and beyond. Through our partnership with Commonwealth Financial Network®, our Registered Investment Adviser–broker/dealer, we have access to an extended office that provides us with timely research, market insights, and guidance for our clients—you! Click here to learn more.