Sheridan Wealth Management

Our Clients

We work with individuals and families who are ready to take control of their financial future and want a trusted partner to guide the way. Our clients often share a few common goals: * **Ready to hand over the wheel** – You've worked hard to build your success and want a professional team to manage the details so you can focus on what matters most. * **Seeking simplicity** – Multiple accounts, scattered investments, and competing priorities? We help consolidate and streamline so everything works together. * **Planning for what's next** – Whether retirement is around the corner or years away, you want a clear, confident plan for the future. * **Committed to financial wellness** – You're looking for a comprehensive approach that goes beyond investments to include planning, protection, and clarity. * **Expecting more than the status quo** – You value personalized guidance and strategies tailored to your life—not a one\-size\-fits\-all approach. * **Busy professionals** – You have a full plate and appreciate proactive communication, clarity, and efficiency. If this sounds like you, we'd love to start a conversation.

What to Expect

We believe the best relationships start with clarity and trust. Here's how we work together: **1. Are We a Fit?** Our first conversation is all about you—your goals, priorities, and what you're looking for in a financial partner. We'll share our approach and make sure it feels like the right match. **2. Initial Meeting: Information Gathering** Next, we dive deeper. We'll review your current financial picture, discuss your objectives, and identify opportunities to help simplify and strengthen your plan. **3. Your Personalized Plan \& Action Steps** Finally, we present a tailored strategy designed to help you achieve your goals. You'll leave with clear next steps and the confidence that your financial future is in good hands.

Our Community

We are committed to giving back to the community around us. 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