Let's move forward. Together.

We know the value of having the right team by your side—in the game and in life. It's all about getting the best information to help inform your decisions. That's why we work closely with you, your managers, agents, attorneys and CPAs by maintaining open communication, sharing our ideas and aligning our advice. We have one goal—helping to support and preserve your financial well-being today and tomorrow.

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What's your vision?

We can help you bring your vision to life.

Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

Sherry Dewane, CFP

Sherry is a Financial Advisor with UBS. She is a Certified Financial Planner, CFP®, with over 25 years experience in financial services.  

UBS has awarded Sherry the Athletes and Entertainers Consultant designation. She has been working with athletes and entertainers since 1997, providing comprehensive financial advice, tailored to the unique needs of every client. 

Sherry has worked with such firms as City National Bank's Entertainment Division and Wells Fargo's Wealth Management in Beverly Hills. She has served high and ultra-high net worth families, as well as Business Management, Law Firms, Agencies and other entertainment related businesses. 

Sherry serves on the TJ Martell Foundation – West Coast Board of Governors, the Red Hen Press – Advisory Board and has served in various board positions, including the Los Angeles Regional Food Bank, Friends of the Observatory (Griffith Observatory), Rocky Mountain College and other non-profits. She attended Arizona State University where she graduated cum laude with a B.A. She has been published in the Big Sky Business Journal, Griffith Observatory’s Magazine; The Observer and the Beverly Hills Courier.  Sherry is an avid hiker, hosts a literary book club and blogs. She is passionate about the arts, culture and literacy.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • MA
  • MD
  • MI
  • MN
  • MS
  • MT
  • NC
  • NH
  • NV
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA


  • Bachelor of Arts, cum laude, Arizona State University



Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Legacy planning
Custom portfolios
Alternative investments
Sustainable investing
Professional athletes
Professional entertainers
1999 Avenue of the Stars
36th floor
Century City, CA 90067
  • (310) 595-1067

Email Me

Sherry Dewane, CFP is also part of:
Summit Wealth Management

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Our Philosophy

Our Philosophy

The unique needs of athletes and entertainers

The unique needs of athletes and entertainers

A team approach

A team approach

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager