Sherman Wealth Management – Your Financial Concierge

Tell Us About Yourself

Young Professionals

I am establishing my career or starting a family, and I need to get serious about my finances. 

Thriving Professionals

I’m hitting my stride in my career, and I want to be proactive in building my wealth. 


I’m close to retirement, and I want a financial advisor who can provide guidance during this transition. 

What Is Your Risk Number?

The stock market can be thrilling during bull markets and terrifying during deep recessions. The key to successful investing is to not act on greed or fear, but rather establish a sound, long-term investment strategy aligned to your risk tolerance and stick to it despite Wall Street hype and media noise.

When you work with us, we create an investment strategy that takes into account how comfortable you are with risk. Whether you’re an aggressive investor who wants to participate in both the upside and downside volatility of the stock market, or you want to play it conservatively and protect your money at the cost of fully capturing the rewards of a bull market, we’ll create a customized investment strategy to help you feel confident despite the market’s ups and downs.

Are you a risk taker or a conservative investor? Find out your risk number by taking our investment risk analysis today.

Financial Insights and Tips from Our Blog

Don’t Let Emotions Hinder Your Investing Goals and Progress

Who doesn’t want to see quick results? Imagine if you wanted to get in shape and you could go to the gym for a week and boom, your beer belly is gone and you’re ready for beach season. Whether it’s with your job, workout plan, investment portfolio or some other goal you have, we all want to see fast results. The problem is there are no shortcuts to see real progress. People will try to […]

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Got a Raise? Here’s How to Avoid Lifestyle Creep

We work with a lot of young professionals and because of that, we get the pleasure of seeing many of our clients progress up the ladder in their career. With this often comes more responsibility but also more money. A raise is something you should be proud of as it represents the payoff from the sacrifices you have made and the hard work you put in. This calls for a celebration, as it should! At […]

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Teachers: Who is Managing Your 403(b)?

With autumn just around the corner, many teachers have returned to their classrooms. The end-of-summer teacher ritual of decorating, stapling and contacting parents has made its return. I know from personal experience, though, that teachers would be wise to use any spare time to investigate their retirement accounts and determine whether their money is being deployed as effectively as possible. My mom was a public school teacher and single mother. You can imagine how slim […]

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How to Cut Back on Spending Like a Billionaire

Even the richest few people in the world maintain some financially cautious habits. Warren Buffett (who, by our math, is worth more than all of the NFL’s teams combined) famously still lives in the same Omaha house he bought for $31,500 in 1958. Many of the world’s wealthiest don’t indulge in extravagance, even with billions at their disposal (and when they do, it’s not always a happy ending.) While this ranges in degrees of neuroticism […]

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The Importance of Personal Finance Knowledge

For years, the Financial Industry Regulatory Authority (FINRA) has tracked American personal finance knowledge through a survey about saving habits and basic financial principles. FINRA recently released the results of its 2015 survey, which includes the fact that only 37% of those who took the survey could answer four of the five questions on a basic financial literacy quiz. Four out of five is FINRA’s baseline for high financial literacy. Back in 2009, 42% of […]

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