Broker Check
(408) 404-8282
info@pantheonwp.com
Client Login

Planning
is for Life.

We can help you create and navigate dynamic financial and tax strategies for today, tomorrow and generations to come.

Contact Us

                                                                    Pantheon Core Values

Integrated Strategies

Our firm provides a complete package that allows our clients to feel comfortable and in control of all financial aspects of their personal and professional lives

Proactive

Constantly updating our knowledge of the tax code and newly instituted laws, using that expertise to review each client's ever changing financial life.

Through

We analyze details in depth and work hard to use forward thinking analysis to give proper recommendations.

Responsive and Accountable

We do our best to follow through with each client and will help guide you when complicated decisions need to be made.

Resourceful

We work closely with our clients CPAs & other professionals and can provide referrals to outside professionals as a resource to our clients.

Who We Serve

Small Business Owners

Small Business Owners

Learn more
High Income Earners

High Income Earners

Learn more
Medical Professionals

Medical Professionals

Learn more
Pre-retirees Retirees

Pre-retirees Retirees

Learn more

What Our Clients Have to Say

"I can now focus on having fun with my family instead of worrying about my finances."

James S.

“We interviewed a few advisors before making our decision to work with Sheri.  We were looking for someone we could trust and who aligned with our values.  We felt comfortable with the relationship we could see ourselves developing with Sheri.”

“Sheri is not limited to investment management like our previous advisor.  She is comprehensive, competent, and confident.”

“Sheri was able to find unique solutions for both our personal and business lives.”

“Sheri provides innovative solutions, looking in all the nooks and crannies.”

4 Critical Social Security Facts

Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about  important Social Security facts and what you should know as an investor.

Helpful Content

Retirement Plan Detectives

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.
Learn More
Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.
Learn More
Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Learn More

Tell Us How We Can Help You Today

Thank you!
Oops!

Test Your Investment Knowledge!

How much do you know about investing? Take our quiz and find out instantly.
Thank you! Oops!