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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.





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