Managing more
than money. 

Financial guidance designed to create
more possibilities for your life. 

The SWM Method. 

At Sheridan Wealth Management, our 3-step process will show you how to bring purpose and clarity to your financial life. 

Step 1

Schedule a 20-minute call

Let's make sure your situation matches our skills.

Step 2

Workshop and analysis

Meet in-person or virtually to understand where you are and where you want to be.

Step 3

Map your route

Review our findings and make recommendations to help improve and optimize your plan.

Get Started Today

Our wealth planning client stories. 

Work Optional
JACK AND JUDY

Work Optional

Primary Goals: Help improve investments, reduce taxes, and know they can retire when the time is right.
Continue Reading 

Work Optional
SAM AND ROSE

Retired

Primary Goals: Create a reliable income stream, plan for their heirs, and continue their philanthropic aspirations.
Continue Reading 

Work Optional
HOLLY

Building to Retirement

Primary Goals: Consolidate investment accounts, strategize executive benefits, and determine her retirement date.
Continue Reading 

More success means more questions. 

Your success creates transformative opportunities — as well as new challenges and questions. We’ll collaborate with your estate planning attorney, accountant, and other trusted professionals to help answer your questions.  

How can I reduce my tax now and in retirement?<br/>
How can I reduce my tax now and in retirement?

We show you how tax changes impact your overall plan and guide you to help improve your after-tax outcomes.

What&#8217;s the most efficient way to exercise my stock options?<br/>&#160;
What’s the most efficient way to exercise my stock options?

We’ll create a plan to help you take full advantage of any specialized compensation arrangements.

When is the right retirement date for me?<br/>
When is the right retirement date for me?

Together, we will explore the importance of personalized retirement strategies and the continuous management of your wealth.

How can I help ensure financial security for my kids, their kids, and beyond?<br/>
How can I help ensure financial security for my kids, their kids, and beyond?

Expand your impact with innovative investments and wealth management strategies. 

See Our Solutions

Your partner to navigate the complexities of wealth. 

Our team of financial professionals has an intimate understanding of family wealth and family business, holds a full range of professional advisor certifications, and offers years of experience consulting, coaching, and guiding high-net-worth clients. As your trusted wealth advisor, we provide insights that empower you to pursue your wealth management goals with confidence. 

Meet Our Team