Sherman Wealth Management
Sherman Wealth Management provides clients with a full range of customized financial services designed to help each client pursue their own unique long-term financial goals. We enjoy serving a wide-range of clients, from young first-timers who are just getting started with investing and financial planning, to experienced savers, to high-net worth investors who are well on their way to financial independence.
What our clients all have in common is that they all appreciate the focus on their own individual goals and best interests that we guarantee as a boutique, independent, fee-only fiduciary.
We know that each of our clients is unique. That gives us the opportunity to create individual strategies and plans that are uniquely suited to each of our clients, not just a cookie-cutter plan based on age, income, or broadly assessed risk tolerance.
Our clients have busy lives so they appreciate not only the service we provide and the value we bring, but also our strategic integration of efficient technology that streamlines getting started, learning about smart choices, and tracking progress.
BS, International Economics, University of Wisconsin-Madison
MSF, Finance, American University