Life is dynamic. The financial environment is dynamic. As an independent Wealth Manager in Marin County, CA, Sheri works with clients and builds investment strategies, to navigate these changes.
Providing unbiased, comprehensive, wealth management planning to clients is her passion. Sheri believes in establishing long term relationships based on trust and integrity. She lives and promotes a lifestyle that is complete with both fiscal and physical well being.
Whether your goals are wealth accumulation, retirement distribution or wealth transfer planning, having a customized strategy that is monitored regularly can help you stay on track. Sheri assists clients in making informed decisions about their wealth through active management, regular communication and review of goals, financial markets and life changes.
If you would like to work with an experienced, professional, who truly cares about her clients, please call 415-497-5831.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Life insurance proceeds are generally tax-free. But not in all cases.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
The item most homeowners forget on their home improvement project checklist is insurance.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Learn a little about worldwide currency in this fun infographic
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
There’s an alarming difference between perception and reality for current and future retirees.
There are three things to consider before dipping into retirement savings to pay for college.
Understanding the cycle of investing may help you avoid easy pitfalls.
Here are five facts about Social Security that might surprise you.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?