240-428-1622 | info@shermanwealth.com

Our Clients

Young Professionals | Thriving Professionals | Pre-Retirees

Our clients come from a wide range of backgrounds—from young families who are enjoying early success, to professionals who are thriving in their career, to high-net-worth couples looking forward to retirement. Although diverse, our clients share an appreciation for personalized financial and investment services that consider only their best interests. When you require the assistance of another professional, like an attorney, CPA or insurance agent, we have a strategic network of professionals that we can collaborate with to carry out your needs. We’ll oversee the process to make sure all the details are taken care of, and we’ll communicate with you each step of the way so you can feel confident that your goals are being met.

Please read on to learn about some of the clients we commonly work with.

Young Professionals

You’re a millennial just starting out along your path. Maybe you’re just
landed your dream job, you’ve gotten engaged or you’re in the market
for your first home. You have a list of goals, but you’re not sure where to start.

We’re passionate about working with young professionals like
you. We’ve been in your shoes and know the milestones you’re facing,
whether it’s starting a family or paying off student debt. When you
choose to work with us, we begin the process by listening to your
needs and goals – both short- and long-term – then offer a specialized
financial blueprint that helps lay the foundation for your personal and
professional success.

Some of the goals common to this stage that we help with include:

  • Paying off student debt and other debt
  • Purchasing a first home
  • Budgeting and saving
  • Creating an investment portfolio

Thriving Professionals

You are established in your career and are enjoying financial success.
But affluence has also meant financial complexity. Maybe you’re trying
to decide when to exercise your stock options, or you’re concerned
about protecting your family in case you’re no longer able to do so. You
want the advice of a professional who can help you see the big picture
while handling the myriad details of your wealth.

We work with you to manage and simplify your finances. We listen to
your goals and needs, and study your current situation to create
solutions customized for you. You and your family are busy, and our
goal is to take the financial stress off you so that you can enjoy your
personal and professional success even more.

Some of the goals common to this stage that we help with include:

  • Creating a savings plan for children’s education
  • Determining insurance needs to protect your family
  • Evaluating tax minimization strategies
  • Purchasing a larger home or vacation property


You’re at the height of your career but are starting to think about the next steps.
Although you’re eager for retirement, you’re feeling some anxiety about whether
you’ve saved enough to enjoy the lifestyle you dream of, or you’re wondering how
much you can withdraw from your retirement plans without running out of money.
You’ve gone to one of the larger financial institutions for help but were turned off
by the way they simply plugged you into one of their client demographic formulas
while charging you seemingly endless fees.

At Sherman Wealth Management, we work with you to help build your confidence
in regard to your transition to retirement. We listen to your goals for your life post-career, we help you determine when the best time is for you to retire and we
help show you how to maximize your income sources.

Some of the goals common to this stage that we help with include:

  • Creating strategies to maximize Social Security
  • Determining income needs in retirement
  • Maximizing retirement income while minimizing investment risk
  • Analyzing health care and long-term care needs
  • Reviewing estate plans

Work with Us

We at Sherman Wealth Management want to work with you to make your goals and needs a reality. Whether you’re located in Maryland or Washington, DC, or if you’re across the country or world, we offer a complimentary 30-minute introductory call where we review your portfolio and financial goals and discuss ideas to get you on track to meeting those goals. Schedule a call with Brad today to see how Sherman Wealth Management can help you exceed your financial goals.