Sherman Wealth Solutions Llc company information, Employees & Contact Information

After years in the financial services industry, Sherman Wealth Solutions LLC was founded by Michael Sherman, CPA, CFP®, CPFA, CDFA® in 2022 to provide a customized approach to financial planning. As Mike’s career progressed from starting as an analyst to a partner, he realized the service offerings provided by his prior firms were not wholistic financial planning, but more focused on just the investment aspect. As time went on, he recognized that most affluent clients were not strategically taking advantage of all the options they had available to them. He recognized that in order to better serve clients, a new business model had to be provided that integrated that strongly integrated financial planning with tax planning. With this integration, clients would get an idea of how much they owed for their tax liabilities which gave them the ability to make more sound financial decisions. Another issue that Mike wanted to solve was providing quality financial advice to high net worth individuals and business owners without them having an asset minimum. He realized these consumers were not being severed and created a financial planning only model where they did not have to have a certain level of assets to receive quality planning. Mike’s intentions came to fruition by starting Sherman Wealth Solutions LLC to provide customized solutions to clients and to make a difference in their lives. Please find our firms disclosures here: https://shermanws.com/disclosures/ Please find our firms privacy policy here: https://shermanws.com/privacy-policy/