We’ll Help You Make Educated Retirement Decisions

Are you nearing retirement or currently retired? At G.W. Sherwold Associates, Inc, we will help you make educated decisions about all aspects of your financial life—from building an investment or estate plan to buying a car or insurance. The financial program we develop for you is specifically designed to help you achieve your goals and secure your family’s future.

We specialize in comprehensive financial planning and investment solutions. Our primary goal is to help you reach financial independence without sacrificing your quality of life. Simply put, we can help you manage all the facets of your financial life.

We’ve built our reputation on trust, integrity, and a commitment to providing intensely personal service to every individual with whom we have a relationship. We welcome your call or email and offer a free, no-obligation meeting to determine if we’d make a good partner in your financial life.

An Educated Investor Is Our Best Client

As an investor, you can go anywhere for financial advice. Wall Street brokerages, giant insurance companies and online discount brokers are vying for your business. But what type of firm should you trust? At G.W. Sherwold Associates, Inc., we believe our business model is aligned with pursuing solutions that are in your best interest and presents a superior opportunity for you:

  • We are an independent, privately-owned firm with deep roots in this community.
  • We don’t have a huge marketing budget and rely on referrals from our clients to grow our business, so we are directly motivated to please every client we serve.
  • As an independent advisory, we choose financial products that are best for you—unbiased by the demands and sales quotas that could be imposed by a corporate parent.
  • Our entire focus is on developing and managing a comprehensive financial strategy that meets your unique needs and we have no hidden agenda.
  • You receive personal attention and advice from professionals who come to know you.


Contact Us

22994 El Toro Road
Lake Forest, CA 92630
Phone: (949) 470-0700
Toll Free: (800) SHERWOLD
Fax: (949) 470-0707


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