Nicholas Sheridan, CFP®, CRPC®
Principal, Advisor
I have been helping my clients bring all the pieces of their financial puzzle together into one holistic plan for more than 15 years. I provide personalized financial planning through a process of understanding what’s most important to my clients in every aspect of their life, well beyond their wealth.
I knew early in life that I wanted to be involved in the finance world, but my “aha-moment” was the day my father retired at the age of 55. When I 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.
I earned my bachelor’s degree in finance from the University of Connecticut, In 2021, I founded Sheridan Wealth Management to offer my clients the combination of a personalized, intimate relationship with access to the robust research, technology, and advanced planning resources available through my affiliation with Commonwealth Financial Network®, a leading network of independent financial advisors. Before founding this firm, I was at Merrill Lynch, became a CERTIFIED FINANCIAL PLANNER® Professional, and earned my Chartered Retirement Planning Counselor (CRPC®) certification. After 10 years at Merrill Lynch, I joined the private wealth firm of Lindberg & Ripple, in West Hartford, then founded Sheridan Wealth Management.
A car enthusiast, I like to equate the benefits I offer my 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. I believe this kind of attention to detail has benefitted my 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 every aspect of every client’s 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.
As a 2019 Hartford Business Journal 40 Under Forty honoree, I am committed to giving back to my community. I am a board member of the Health Collective, a member of the Bushnell Next Gen Committee, and serve on the Hartford Foundation for Public Giving’s Professional Advisory and Scholarship Committees.
My wife, Jennifer, daughter, Josephine, and I live in West Hartford, Connecticut. I enjoy breaking a sweat at the gym, trying to stay out of the woods while golfing, making people laugh by not taking myself too seriously, and tackling do-it-yourself projects.
2019 HBJ 40 Under 40 Award created by Hartford Business Journal. This award recognizes young professionals in the Greater Hartford area for their leadership and contributions to the community. It is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Click here for more information.