About Us

Our firm is in one business only- that of attempting to preserve and enhance our clients’ wealth. We use what we believe to be the highest quality institutional funds to allow for growth, while seeking to limit potential volatility. We are a full service and fee-based firm and a leader in financial planning for clients and companies across the country. We work to provide clear advice and offer our clients a disciplined and prudent consulting process, focused on the goal of delivering quality service. 

Mission Statement

“Our mission is to establish long-term client relationships based on trust and objective advice. Because we are independent, we can offer a wide variety of investments tailored to each of our client’s needs.”


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.

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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