SHERIDAN WEALTH ADVISORS, INC.
MIAMI, FLORIDA

Sheridan Wealth Advisors, Inc. is a specialized firm based in Miami-Dade County, Florida, with a focus on Life Insurance policy optimization, financial restructuring, and forensic review services. Founded by Marc Sheridan on May 6, 2003, the company has established itself as an expert provider of tailored solutions for managing Universal Life (UL), Variable Universal Life (VUL), Whole Life (WL), and Survivorship Universal Life (SUL) insurance policies that are a decade old or older. The firm's unique approach involves conducting comparative market studies to identify improved policy options within the industry. Sheridan Wealth Advisors offers spreadsheet-based analyses to showcase competitive comparisons, ensuring clients can secure advantageous terms from multiple carriers through aggressive negotiations handled by in-house underwriters. Sheridan Wealth Advisors further distinguishes itself with a comprehensive Forensic Review service designed for clients exploring Life Settlements, notably when life insurance policies have become financially burdensome due to soaring premiums. By facilitating the sale of such policies, SWA aims to provide substantial funds to policyholders, allowing them reallocate resources away from expensive premiums. Beyond life settlements, Sheridan Wealth Advisors also offers strategic guidance for implementing 1035 Tax-free exchanges to optimize policy values or reduce premium costs, thereby enhancing financial outcomes for their clients. Despite concentrating solely on forensic reviews in recent years—capitalizing on Marc Sheridan's 25-year tenure and deep expertise within the Life Insurance realm including Estate Planning—the company maintains a broad outlook, refusing reliance on single carriers to ensure comprehensive industry coverage. In operation since May 2003 under the status of 'Active' with its last name change recorded in January 2009, Sheridan Wealth Advisors remains committed to delivering transparent and professional advisory services, supported by its registered address at 68 SE 6th Street, Miami, FL, contact number (305) 861-7773, and online presence via sheridanwealthadvisors.com.