Serving families and individuals who value long-term thinking.

Our History.

We believe that when financial guidance is grounded in trust, transparency, and a disciplined process, better outcomes follow. That’s why we’ve built our firm around long-term relationships—not transactions.

Gary W. Sherwold began his career in the financial industry at an affiliate branch of the Bank of Tokyo based in Southern California. During this time, he began to recognize his client’s needs from an individual perspective. Mr. Sherwold then made the transition to securities firms where he was able to provide greater service and products to meet his clients’ changing needs. However, the internal structure of a security firm restricted his ability to satisfy all of his clients’ financial needs.

As a result Mr. Sherwold decided to establish an independent investment advisory firm, G. W. Sherwold Associates, Inc., which would allow him the freedom to help all clients achieve financial independence.

To best serve his clients, he then invited other financial professionals in the industry who shared his same business philosophy and vision to work with him at G. W. Sherwold Associates, Inc.

Today, through Mr. Sherwold’s leadership, G. W. Sherwold Associates, Inc. has become one of the leading independent advisory firms in Southern California. His firm manages several hundred clients and companies in the area and across the country. He has established a niche in estate & financial planning by providing in-depth market research, data analysis, and overall outstanding service to meet the individual needs of each of his investors. His ever-growing business is achieved almost solely from the referrals of satisfied clients.

Our Team.

Behind every sound financial plan is a relationship built on trust. That’s why our team isn’t just experienced—we’re personally invested in the success of every client we serve.

Juan E. Toledano

Operations Manager

Gary W. Sherwold

President

Thomas P. Flynn II (Tom).

Client Services Manager