Brad Sherman, President & Lead Financial Advisor
I founded Sherman Wealth Management because I believe that you deserve the highest level of individualized attention, regardless of your age or the size of your financial profile.
We will work with you to formulate a holistic plan based on your current situation, life choices, and future goals: not a one-size-fits-all plan or an algorithm-driven plan, but a plan that works for you.
As a Fiduciary, fee-only, conflict-free advisory, we get no commissions for recommending certain funds: we are sworn to only recommend investment choices that work for you. And unlike the big investment firms that are more concerned about shareholder value than your value, our single goal is for you to feel comfortable about your investment choices and strategies, and confident about your future.
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.
Financial Insight and Tips from Our Blog
Curious as to what your financial plan looks like? Check out the Sherman Wealth Client Portal.
We’re a personal, conflict-free, fiduciary financial advisor offering customized plans and strategies.
We’re your “financial quarterback”. We’ll help you take control of every aspect of your financial life.
Paperless statements. Mobile app to track your money. Virtual meeting. State-of-the-art, real-time reporting