How does the advisor help clients – Key Takeaways:
G.W. SHERWOLD ASSOCIATES, INC. is a financial consulting firm that specializes in providing expert financial guidance to its clients. With a team of skilled advisors and years of experience in the industry, G.W. SHERWOLD ASSOCIATES, INC. offers a wide range of financial services to help clients achieve their financial goals and secure their future.
The firm takes a personalized approach with each client, working closely with them to develop a customized financial plan that takes into consideration their unique financial situation, goals, and risk tolerance. Through this process, G.W. SHERWOLD ASSOCIATES, INC. helps clients make educated and informed decisions regarding their financial investments.
Facts and Insights:
G.W. SHERWOLD ASSOCIATES, INC. has been in business for over 20 years, serving as a trusted advisor to clients seeking financial guidance. During this time, the firm has amassed a wealth of knowledge and expertise in the field, making them well-equipped to handle even the most complex financial situations.
The firm boasts a team of experienced and highly qualified advisors who have a deep understanding of the financial industry and a proven track record of helping clients achieve their financial goals. They stay updated on the latest market trends and changes, ensuring that clients receive the most relevant and up-to-date financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| G.W. SHERWOLD ASSOCIATES, INC. | |
|---|---|
| Assets Under Management | $100 million (as of 2019) |
| Number of Advisors | 10 (as of 2019) |
| Time in Business | 20+ years |
Financial Services Offered:
As a full-service financial consulting firm, G.W. SHERWOLD ASSOCIATES, INC. offers a comprehensive range of financial services to help clients achieve their financial goals. These services include, but are not limited to:
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
- College planning
Client Types:
G.W. SHERWOLD ASSOCIATES, INC. works with a diverse range of clients, including:
- Individuals
- High net worth individuals
- Families
- Trusts
- Corporations
- Non-profit organizations
Fees & Compensation:
G.W. SHERWOLD ASSOCIATES, INC. follows a fee-based compensation structure where their advisors are compensated through a combination of fees and commissions. This means that the firm is incentivized to act in the best interests of their clients and to help them achieve their financial goals without any conflicts of interest.
Fees and compensation vary depending on the services provided and the complexity of each client’s financial situation. The firm is transparent about all fees and will work with clients to ensure they are comfortable with the fee structure before proceeding with any financial service.
Background:
G.W. SHERWOLD ASSOCIATES, INC. was founded in 1999 by George W. Sherwold, a certified financial planner (CFP) with over 30 years of experience in the financial industry. Sherwold’s extensive knowledge and experience have helped the firm grow into a respected and trusted financial consulting firm.
The firm is headquartered in Chicago, Illinois and serves clients across the country.
Financial Advisor Disclosures to Know:
As a registered investment advisor (RIA) and a fiduciary, G.W. SHERWOLD ASSOCIATES, INC. is legally obligated to always act in the best interests of their clients. This means they must always disclose any potential conflicts of interest and give unbiased and honest advice