Sheridan Wealth Management

Our Approach

We believe great wealth management starts with understanding the entire picture. That means looking beyond your portfolio to understand what you're working toward, the people you're responsible for, the decisions ahead and what you ultimately want your wealth to make possible. From there, we help coordinate the many financial decisions that come with building, preserving and transferring wealth. Depending on your needs, our advice may encompass investment management, retirement planning, tax\-aware strategies, estate and legacy considerations, concentrated stock positions, charitable giving, lending and liquidity needs, business transitions and multigenerational wealth planning. When appropriate, we also work alongside your attorneys, accountants and other professionals to help keep the different pieces of your financial life aligned with your broader goals. And our work doesn't end when a plan is created. Life changes. Markets change. Priorities change. We stay involved—helping you evaluate opportunities, anticipate important decisions and adjust along the way. **Our goal isn't to make your financial life feel more complicated. It's to make it feel more manageable.**

Our Story

Sheridan Wealth Management brings together something you don't often find in wealth management: a husband\-and\-wife team who each built their own careers in the industry and chose to build the next chapter together. Nick and Jen Sheridan bring decades of combined experience and a shared belief that the best financial advice is deeply personal. While their paths through the industry have been different, their approach has always been remarkably similar—understand the person behind the portfolio, take the time to see the entire financial picture and build relationships meant to last. Today, they bring those perspectives together at Sheridan Wealth Management, supported by a team that shares the same commitment to thoughtful advice and highly personal service. For Nick and Jen, working together also reinforces the way they think about the families they advise. **Wealth is rarely about one person or one account.** It connects spouses, children, parents, businesses, important causes and, often, multiple generations. Sheridan Wealth Management was built with that bigger picture in mind: to be a team families can rely on today, through life's transitions and for the generations that follow.

Giving Back

Giving back has always been important to our team, both personally and professionally. That same spirit of generosity is something we see in many of the families we work with as well because **philanthropy can be a meaningful expression of a family's values.** Here are a few of the organizations our team is involved in: **The Health Collective** As a health center and champion of LGBTQIA+ equity, the Health Collective promotes healthy living, provides high\-quality and compassionate care, and advocates for systemic solutions to the healthcare access barriers and health disparities experienced by sexual and gender minority groups. **Greater Hartford Gives Foundation** A Greater Hartford community foundation serving 29 towns, nearly 800,000 residents, hundreds of nonprofits, and a network of philanthropists with more than 1,200 funds. They bring together the people, knowledge, investments, and passion to make Greater Hartford a more inclusive and equitable place to live, work, and raise a family. **The Bushnell** For over 90 years, The Bushnell has been serving as a unique gathering place for theater, arts, education, and community activities. The Bushnell presents, creates, inspires, and shares the best in the performing arts. In partnership with others, The Bushnell serves as a catalyst to advance education, promote economic development, and build a sense of community in Connecticut.

Personalized planning

**Helping you create a personalized plan** At Merrill, we go beyond the traditional role of an advisor. * Your goals, concerns and attitude about investing are the foundation of your plan. * We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family. * We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.

Team and resources

**Giving you access to our teams and solutions** Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with: * Bank of America specialists, such as mortgage or trust professionals * Timely insights from BofA Global Research1 to help you stay informed and navigate ever\-changing markets * A [full suite](https://www.ml.com/solutions/all.html) of Merrill investing and Bank of America banking solutions ^1^~BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker\-dealer, [Member SIPC](http://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").~

Recognition