Sheridan, AR Office

Schorn Wealth serves individual and high‑net‑worth clients, along with trusts, estates, corporations and small businesses, providing financial planning, consultation and discretionary wealth management. The firm also has principals who provide tax preparation and accounting services to clients on a separate engagement and fee basis.

Investment management is delivered through proprietary Portfolio Models that allocate among stocks, bonds, ETFs, mutual funds and alternative investments, and the firm relies on both fundamental and technical analysis. Schorn Wealth manages most accounts on a discretionary basis, conducts at least annual reviews, and typically recommends custody with a nationally recognized broker‑dealer that supplies trading and technology support.

Distinctive operational features include a recent reduction in the firm’s published advisory fee schedule and a formal discontinuation of life insurance and annuity sales; the firm now refers clients to unaffiliated third‑party insurance providers for implementation. Schorn Wealth also uses standing letters of authorization for third‑party transfers (treating those arrangements as custody under SEC guidance) and has implemented procedures intended to comply with the related SEC no‑action representations.