240-428-1622 | info@shermanwealth.com

Wealth Management for You

We take your success personally.

Tell Us About Yourself

Young Professionals

I’m building my career and possibly starting a family, and I need to get serious about my finances.

Thriving Professionals

I’m in the midst of my successful career and I want to be proactive in building wealth.

Pre-Retirees

I’m closing in on retirement and I need a financial advisor who can provide guidance during this transition.

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.

How Much Money Do You Actually Need in America?

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

Entrepreneurs and Investors: Keeping your eye on the endgame pays off

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

Patient Investors Come Out on Top

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

Entrepreneurs: Separate Biz and Personal Finances

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

Teaching Children Financial Responsibility: Start Early

Would it surprise you to know that students graduating from high school enter college with little to no knowledge about their finances, how to budget, or save for their futures? The problem has become so severe that 40% of these students wind up going into debt in order to fund their social lives and 70% […]

Read More

Curious as to what your financial plan looks like? Check out the Sherman Wealth Client Portal.

simpllification-icon-copy

Simplicfication

Paperless statements

Mobile app to track your money

Virtual meetings

State-of-the-art, real-time reporting

navigation-icon-copy2

Navigation

We’re your “financial quarterback”. We’ll help you take control of every aspect of your financial life.

your-future-icon-copy

Your Future

We’re a personal, conflict-free, fiduciary financial advisor offering customized plans and investment strategies based on your specific goals and situation.

Featured In

¤