Schedule a Consultation

At Sheridan Wealth Management, we’re planning professionals who do our best work with:

Age 40+ iconAge 40+

Investors age 40+ who are working toward retirement or already in it.

$1 Million+ icon$1 Million+

Diligent savers with investments over $1 Million (excluding real estate)

Skilled Guidance iconSkilled Guidance

People who value experienced help because life is too important.

The SWM Method. 

Our 3-step process will show you how to bring purpose and clarity to your financial life. 

  • Step #1

    Schedule a 20-minute call. This call will give us both a change to make sure your situation matches our skills.

    Schedule a Call

  • Step #2

    Workshop and analysis. Meet in person or virtually. During this 1-hour meeting, our team will get a clear and detailed understanding of your goals, needs, and concerns.

  • Step #3

    Map your results. With the analysis complete, we will have another 
1-hour meeting to review our findings and recommendations to help improve your plan, lower taxes, optimize investments, and more.

  • Think about it!

    At the end of this process, we’ll simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide we aren’t a good fit, we will happily help you find another professional with the right skills. At Sheridan Wealth Management, there is never a hard-sell or pressure to say yes.

Schedule a call

It's not uncommon for our calendar to show limited availability. We intentionally limit the number of calls to ensure we provide a high level of service to current clients.

If you don't see anything on our calendar that works for you, please call our office at 860.362.1062, and we will do our best to accommodate you.


Sheridan Wealth Management

71 Raymond Road
West Hartford, CT 06107

P 860.362.1062
F 860.321.4450