Sheridan Asset Management, LLC is a Westport, Connecticut-based independent, fee-only wealth management firm. As a Registered Investment Advisor, the company operates under a fiduciary standard, legally obligated to act in its clients' best interests. The firm was founded by Brad Sheridan and specializes in creating customized financial plans and investment portfolios for individuals, families, trusts, and small business retirement plans. Their services are holistic, covering investment management, retirement planning, tax strategies, and estate planning to address their clients' complete financial picture.

Founded in

United States