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GW Sherwold Associates, Inc

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Lake Forest, CA
GW Sherwold Associates, Inc

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Our firm is in one business only- that of preserving and enhancing our clients’ wealth. Gary W. Mr. As a result Mr. W. Sherwold Associates, Inc.

Sherwold began his career in the financial industry at an affiliate branch of the Bank of Tokyo based in Southern California. During this time, he began to recognize his client’s needs from an individual perspective. Sherwold then made the transition to securities firms where he was able to provide greater service and products to meet his clients’ changing needs. However, the internal structure of a security firm restricted his ability to satisfy all of his clients’ financial needs. Sherwold decided to establish an independent investment advisory firm, G. Sherwold Associates, Inc., which would allow him the freedom to help all clients achieve financial independence. To best serve his clients, he then invited other financial professionals in the industry who shared his same business philosophy and vision to work with him at G.

11/02/2026

November is Long-Term Care Planning Month, making now a good time to reflect on how the cost of long-term care can impact a person's finances. The cost of long-term care is among the largest and most unpredictable expenses a person can face in retirement, yet it is among the least planned for.

Swipe through for a practical guide to the key considerations of long-term care costs before they catch you off guard.

As always, if you have questions about planning for the costs of long-term care or want to talk through your options, do not hesitate to reach out. We are here to help.

10/30/2026

When a life insurance policy pays a death benefit, beneficiaries may have more than one way to receive the funds. Understanding the available settlement options can help individuals choose an approach that aligns with their financial goals, income needs, and long-term plans. Swipe to learn more.

Every financial situation is unique, and the right settlement option will depend on individual needs and objectives. If you have questions about life insurance settlement options or would like guidance on your choices, contact our team today. We're happy to help.

10/28/2026

Building your savings does not always require major lifestyle changes. Often, a few consistent habits can make a meaningful difference over time. Consider these practical ways to strengthen your financial future:

🔹Automate your savings by directing a portion of each paycheck into a dedicated savings or investment account before you have a chance to spend it.

🔹Set aside funds in your budget for predictable expenses, including taxes, annual bills, or business-related costs, so you're prepared when they come due.

🔹Take a closer look at your spending habits and identify opportunities to reduce unnecessary purchases that may be slowing progress toward your goals.

🔹Review your financial picture regularly. Monitoring your savings, investments, and overall net worth can help you stay focused and make adjustments when needed.

🔹Create specific savings goals for both the short and long term. Having a clear target can make it easier to stay motivated and build momentum.

Everyone's financial journey is different, but developing strong saving habits is a great place to start. If you'd like guidance on creating a savings strategy that aligns with your goals, contact us today.

10/26/2026

Not all retirement plan contributions depend on employee participation. Non-elective contributions are one way employers can help employees build retirement savings while supporting broader plan goals. Swipe through for a few things business owners should know.

If you would like to explore whether non-elective contributions make sense for your organization, contact us today. We would be happy to help.

10/23/2026

For businesses that sponsor a 401(k) or other qualified retirement plan, identifying highly compensated employees (HCEs) is an important part of staying compliant with IRS rules. Swipe through for the criteria employees must meet to be considered an HCE.

If you have questions about HCE classifications in relation to your company’s retirement plan, contact us today. We are here to help.

10/21/2026

Estate Planning Awareness Week is a timely reminder that protecting your legacy requires more than a basic will, especially for high-net-worth individuals and families. As wealth grows, so can the complexity of preserving assets, minimizing tax exposure, planning for incapacity, and making sure your wishes are carried out clearly.

Swipe through for a few important estate planning considerations for high-net-worth individuals to keep in mind.

Thoughtful planning today can help create greater clarity and confidence tomorrow. Contact us to discuss your estate planning needs.

10/19/2026

National Retirement Security Week is a timely reminder that for high-net-worth (HNW) individuals, retirement planning requires a tailored strategy designed to protect, preserve, and efficiently create wealth. Swipe through to learn how we can help you navigate the complexities and opportunities retirement can bring.

If you would like to discuss how your retirement strategy aligns with your long-term wealth goals, contact us today. We're here to help you navigate the complexities of retirement planning with confidence.

10/16/2026

When was the last time you evaluated your company's 401(k) plan? A regular benchmarking review can help determine whether your retirement plan is delivering the value, features, and support your employees deserve while helping you meet important fiduciary responsibilities.

Swipe through for a few reasons why benchmarking matters.

Industry guidance often recommends reviewing your 401(k) plan every three to five years to help maintain compliance, competitiveness, and value for participants. Contact us to learn more about benchmarking your 401(k) plan and how a review could benefit your organization.

10/14/2026

October is National Financial Planning Month, and for high-net-worth individuals, it is one of the most important times of year to make meaningful adjustments to wealth management.

Swipe for a few key areas we will cover during your year-end review. To schedule your appointment, reach out to us today. We are here to ensure you have a strong end to the year.

10/12/2026

Today, we acknowledge Columbus Day, a federal holiday observed across communities nationwide.

At G.W. Sherwold Associates, Inc., we value the opportunity to reflect on our shared history and the many perspectives that shape our communities.

Address

22994 El Toro Road
Lake Forest, CA
92630

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+19494700700

Website

http://gwsherwold.com/

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