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.

A True Measure of Uncompromised Advice

Do you remember the scene from the movie Matilda when Harry (Danny DeVito) shows his son his dodgy-car salesmanship? While highly over exaggerated in the film for the sake of comedy, it is true that whenever you buy something from a salesman, you should ask… what’s in it for them?  It’s safe to say that a healthy amount of skepticism should probably be given to anyone trying to sell you a product.  Shouldn’t that advice […]

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Why Utilize a Financial Advisor?

Personal finance.  Don’t underestimate the adjective. In today’s world, the rise of “robo advisors” have led some to (incorrectly) conclude that managing investment portfolios is simple.  As far as they are concerned, as long as you have a software program, you’re set.  Within minutes, a computer system can analyze your risk tolerance, determine the best investments for your unique situation and be setup to adjust it every three months if it falls out of line.  […]

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Is Financial Well Being the Key to Emotional Well Being?

When you think of your financial advisor or financial plan, how do you feel? Gratified? Anxious? Indifferent? How much would you say your advisor has contributed to your sense of emotional and financial well being? Most of us probably don’t ask ourselves those questions and yet, according to a 2016 Morningstar study, When More Is Less: Rethinking Financial Health, our sense of well being is an important element to consider when thinking about wealth management […]

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Are You Getting Your Money’s Worth in Financial Advice?

Recent news about a new fiduciary rule has left many folks more confused than ever about fee structures, and concerned about whether they’re getting the best value from their financial advisor’s fees or their brokerage firm’s fee structure. According to a recent podcast from the Wall Street Journal, it’s not only how much you pay – but also what you are paying for – that’s a source of communication breakdown between those clients and their […]

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7 Fun Money Lessons to Teach Your Kids this Summer

Summer is a great time for kids to catch fireflies, perfect their backstrokes, daydream, and learn some great lessons about money and financial literacy. Sound like a hard idea to sell to kids in vacation mode? Not if you make it a rewarding part of summer fun. Here are some tips to incorporate smart money lessons for kids from K-12 that will add to their summer fun and set a great foundation for making smart […]

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