Wealth Management for You
We take your success personally.
Brad Sherman, President, Lead Financial Advisor
Brad founded Sherman Wealth Management because he believes that every client deserves the highest level of individualized attention, regardless of their age or the size of their financial profile.
“Every client of Sherman Wealth Management receives an individual plan based on the open lines of communication we have – we discuss everything in regard to the client’s present situation and future goals, and we create a plan that works,” noted Sherman.
Brad prides himself on being an advocate for his clients, providing a Fiduciary, fee-only service, designed to make clients feel comfortable with their investment choices and strategies.
Brad has appeared in many notable publications and media outlets, including The Wall Street Journal, Investopedia, CNBC, MarketWatch, Business Insider and more. He is also the co-host of Launch Financial, a weekly podcast.
Tell Us About Yourself
What Is Your Investment Style?
Interested in investing to build wealth? The stock market can be thrilling during bull markets and nerve wracking during deep recessions, but we at Sherman Wealth Management are here to guide you along the way. The key to successful investing is not to act on greed or fear, but rather to establish a sound and steady investment strategy aligned to your risk tolerance despite Wall Street hype and media noise.
When you partner with Sherman Wealth Management, we create an investment strategy that considers 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 stay on the conservative side and protect your money at the cost of fully capturing the rewards of a bull market, we’ll create a customized investment strategy specifically tailored to your preferred level of risk to help you remain confident despite the ups and downs of the market.
Are you a risk taker or a conservative investor? Find out your risk number by taking our investment risk analysis.
We have hosted two very successful Beers with Brad financial literacy seminars in Gaithersburg, Maryland at Launch Workplaces. We’ve had terrific beer from great local breweries around Maryland. I think when you’re able to relax and have a beer, hear what everyone else is thinking about financially and truly see that you are not alone […]Read More
In my line of business, we talk a lot about wealth management. The idea, of course, is that financial planners and wealth managers assist you in creating a road map for your money that helps you grow savings for lifestyle goals like retirement, purchasing a home, or sending your kids to the college of their […]Read More
Let’s face it – we live in a world where people expect their needs will be met with instant gratification. Social media, online shopping and the availability of having access to everything right at our fingertips means that consumers have high expectations that their needs will be met immediately without having to wait for what […]Read More
Many feel they don’t have the money they need to invest, so they forego savings altogether. Sound familiar? If this is you, the time has come for you to stop shooting yourself in the foot, and start saving today. Consistency while saving is key, and can make all the difference over time. Each dollar that […]Read More
This article appeared on Investopedia.com on May 17, 2018 As an entrepreneur, you would likely do anything to ensure your business is successful. For some, this means pouring a large portion of their money into their business. However, investing all of your time and money into your business can create an unhealthy financial balance in your […]Read More