Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.

Our wealth management bankers go beyond traditional banking services and offer customized cash management and financing products for individuals and families. Specialty services include business financing strategies, partner buy-in and buy-out loans, electronic payroll, equipment leasing programs, real estate lending, lines of credit and a full range of checking and savings accounts. Member FDIC. Equal Housing Lender.

Sherwood Partners, LLC is the premier business and consulting advisory firms to the tier one venture capital, financial and legal firms in the venture capital industry. Our team of professionals understand the importance of developing solutions when a company is in difficult financial and/or operational situations. Since 1992 Sherwood Partners, LLC has delivered quality services and results. Visit our website at www.shrwood.com