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Welcome!

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.





Helpful Content

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Please Leave Home Without It

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

 

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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