Nicholas Sheridan

About Nicholas Sheridan

My mission is to help my clients breathe easier about life.We are a true modern day financial family office providing advice for busy individuals, families, and business owners though multigenerational planning.My personal practice centers on handling these main types of individuals:1) CEO\'s2) Small Business Owners (under 100 employees)3) Executives Who Have Complex Tax Issues4) Pre & Post RetireesWith multiple facets to people’s financial lives coupled with a longer life expectancy, we help answer important questions:* Do I have enough money to make work optional?* What lifestyle can I have to avoid outliving my money?* Should all of my IRA’s be in one place?* What is the best way to maximize Social Security?* Should I be gifting to my children?What do we offer?Financial planning, financial advice, wealth management, stocks, bonds, mutual funds, exchange traded funds, annuities, REIT\'s, life insurance, long term care insurance, 401(k)\'s, corporate benefits, stock option planning, tax planning, budgeting, and much, much, more.E-mail me at n••••••••@sheridanwealth.com to set up a meeting or go to our website at

Experience

1. Certified Financial Plannertm

   Sheridan Wealth Management

   Mar 2021 — Present · West Hartford, CT, US

   Sheridan Wealth Management was founded around a main purpose; helping people find their path to financial freedom. Securities and advisory services offered through Commonwealth Financial Network®, / a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Sheridan Wealth Management, 71 Raymond Rd. West Hartford, CT 06107, 86••••••62. This communication is strictly intended for individuals residing in the states of CT, FL, GA, ID, IL, MA, NY, NC, OH, RI, SC, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: specialize in bringing all the pieces of your financial puzzle together so you get a clearer view of the destination and how we can help you get there. Whether it be for financial planning, retirement planning, estate planning, or risk management, our attention to detail allows us to deliver big thinking and strategizing to create an individualized plan you can understand. Our most important relationship is the one that we have with you and we are committed to guiding you through the of the financial crossroads you face throughout your life.

Education

• University of Connecticut

  Bachelor of Science (B.S.)

  2003 — 2007