Kyle D. Green, CFP
®
What is your investment philosophy?
FAQ
At Sherwood Wealth Management, there is belief in the power of the markets to build long-term wealth. Rather than trying to beat the market through speculation or timing, I take a more reliable approach: market replication.
This means investment portfolios are structured to broadly reflect the performance of the overall market - favoring diversified, low-cost index-based strategies. By capturing the market's natural growth over time, rather than chasing trends or reacting to short-term noise, clients are helped to stay focused on what matters most: long-term progress toward their goals. This philosophy is rooted in decades of research and supports our commitment to transparency, efficiency, and disciplined investing.
What is Wealth Management?
Wealth management is the combination of financial planning and investment management. At Sherwood Wealth Management, that means looking at your entire financial picture - not just your investments - so that every decision supports your goals.
Financial planning helps you map out where you want to go, covering areas like retirement, tax strategies, education funding, risk management, and estate planning. Investment management then puts that plan into action, by building and managing a portfolio that aligns with your objectives, time horizon, and risk tolerance.
When combined, financial planning and investment management create a coordinated strategy designed to help you build, preserve, and grow your wealth with intention.
Where are you located?
Although I am physically located in Sherwood, OR - Sherwood Wealth Management does not have a traditional office. Instead, I meet with clients in the way that works best for them - whether that’s over the phone, through Zoom, at their home, or at a private meeting spot.
By not maintaining a physical office, I’m able to keep overhead costs low and pass those savings directly to my clients through lower management fees. This approach allows me to provide high-quality, personalized service without the extra expense of office space.
Are you a CFP?
Yes - I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner. This designation is recognized as the standard of excellence in financial planning and requires meeting rigorous education, examination, experience, and ethical requirements.
As a CFP® professional, I am also held to the fiduciary standard, which means I am legally and ethically obligated to put your best interests first at all times. When you work with me, you can feel confident knowing that my advice is objective, transparent, and designed to support your financial goals.
