Planning for all the details of your life

When planning your financial future, many details regarding your money and your life’s goals must be addressed. With so much at stake, why not look to someone who is held to the highest ethical and professional standards in the industry, one who you can be confident has the education and experience to assist you with the complex financial needs to plan for your future.

When working with Rhonda Sherwood, you and your needs are the focus of the financial planning relationship and drive the recommendations for your overall wealth management approach. Rhonda will be there to help you each step of the way in the pursuit of your financial goals. 

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Total Wealth Solutions

Through our Total Wealth Solutions approach, we collaborate with you to help you reach your financial goals at every stage of life. Whether you’re planning for retirement, growing a business, or transferring wealth to the next generation, we create a cohesive strategy that provides the best solutions to fit your individual needs. Empower your wealth journey with personalized advice from our dedicated team of specialists that help incorporate;

• Financial Planning
• Investment Management
• Insurance Solutions
• Tax Solutions
• Estate and Trust Services
• Charitable Giving Strategies

A Partnership Focused On You

Our goal is to help you exceed your goals. We aim to build a deep, lifelong relationship with you to reduce the stress in your wealth journey. Supported by our team of Raymond James specialists, we partner with you, engage in a deep discovery process, and develop a personalized plan for the long term to help you use your wealth to create the life you envision.