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Dawn Sherwood

Financial Advisor
Joseph Grund & Associates
A private wealth advisory practice of Ameriprise Financial Services, LLC

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Dawn Sherwood's Mission Statement

As an Ameriprise Financial Advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to educate clients about the markets and the options they have when planning to reach their financial goals. Clients become collaborators in designing, implementing, and maintaining their financial plan. I work with a team of financial advisors and staff each with a particular area of experience, to help clients with personalized advice as they pursue their goals. My team of professionals includes members who focus on everything from retirement, tax and estate planning strategies to insurance and investment management strategies.

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Financial guidance for the whole family

When it comes to financial wellness, the whole family deserves a seat at the table. We are dedicated to understanding and meeting the unique financial goals of each generation. We specialize in crafting personalized financial strategies that resonate with the varied aspirations of both younger and older family members.

Our approach involves engaging each generation in meaningful conversations about their distinct financial priorities. Whether it’s planning for education, retirement or personal investments, we ensure every voice is heard and every goal is addressed.

We also emphasize the importance of financial literacy across generations, empowering each family member to make informed decisions for their future. For a tailored, multi-generational financial planning experience, we are ready to assist.

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