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Matthew Davis

Founding/Managing Partner

Sherwood Financial Partners

United States, California, Westlake Village

About Me

With a breadth of knowledge across many disciplines, Matthew is responsible for coordinating amongst our various specialists as well as outside counsel to ensure your plan comes together seamlessly. Additionally, he is jointly responsible for managing all of Sherwood's investment strategies.

Profile Information

Founding/Managing Partner

Sherwood Financial Partners

Investment Team, Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Westlake Village

California

United States

Feb 19, 2025

Work Experience

Sherwood Financial Partners

Founding/Managing Partner
Jul 2019 - Present
Email: matthew.davis@sherwoodfp.com

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