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. 

Pre-Retirees

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.

Your Financial Plan Depends on More Than Your Age

Your Financial Plan We live in a time of great personal freedom when we have the opportunity to choose our own life goals and paths. While it’s true that very few 26-year-olds are likely to be retiring, you might be that lucky one who just sold an app to Facebook and is considering philanthropy. While most people start families in their 20s or 30s, you might be that 40-year-old who’s just about to adopt a […]

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Know the Difference between Fee-only vs. Fee-based Financial Advice?

Confused about the difference between Fee-Only Financial Planning and Fee-Based planning? You’re not alone. Financial planning jargon can be daunting when you’re just getting started. Understanding the difference between Fee-Only and Fee-Based, however, is important and could be the key to your long-term planning success. What is Fee-Only Financial Planning? Fee-Only financial planners are legally registered as investment advisors and have a fiduciary responsibility to you to create a plan in your best interest. Fee-only […]

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Should you “Inaugurate” a New Financial Plan on January 20th?

Time for a New Financial Plan? The market’s wild ride after the presidential election might have you wondering if a change in leadership should mean a change in your financial strategy. While no one can ever predict with certainty what will happen to the market – or even on Twitter these days – there are two important points to remember. It Matters Less than We Think The first is that there has been a long-term […]

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3 Ways to Make Budgeting a Success in the New Year

At the end of each year – and the beginning of the new one – most of us think about things we’d like to accomplish in the coming year. It’s a time we engage in self-reflection, ideas for self-improvement, and new – or ongoing – resolutions and goals. One of the most common resolutions is losing weight, but we all know how that goes: crowded gyms in early January, inevitable drop-off when February rolls around. […]

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The Problem with Buy Low, Sell High Advice

Of the many common sayings in the finance industry, the most popular is undoubtedly “buy low and sell high.” While it sounds simple enough, it’s actually significantly more complex than it seems. Not Following the Herd Buying low comes from an investment philosophy known as value investing. The basic concept of value investing is to buy investment instruments when they are “on sale.” That means buying when everyone else is selling (and prices are down) […]

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