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Financial Advice Based On Your Needs

G.W. Sherwold is a wealth management firm serving high-net-worth individuals and companies seeking advice in establishing and managing qualified retirement plans for employees.

We are located in Southern California and very focused on serving the needs of the people living in our area, but technology enables us to work with individuals from all over the U.S.  In addition, many of our clients have relocated to other parts of the world and are easily reached and serviced as well.

For high-net-worth individuals, we examine your assets and, if needed, recommend changes to your portfolio. Investment advice is based on data gathered about your needs, resources, and feelings about risk. As wealth managers, G.W. Sherwold also advises on how you may be able to protect your family from the risk that your main income-earner becomes disabled or dies.

If you own or represent a company seeking help with a 401(k) plan, we offer fiduciary services to reduce your legal liability as a plan sponsor. We review your 401(k) plan investment options to be sure you are offering a broad array of asset classes, recommend changing investment options if needed, and provide ongoing education seminars and individual asset management advice to employees.                              

Contact Us

22994 El Toro Road
Lake Forest, CA 92630
Phone: (949) 470-0700
Toll Free: (800) SHERWOLD
Fax: (949) 470-0707
Email: invest@gwsherwold.com    

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