Let's Build Your Financial Plan Together
After years in the financial services industry, Sherman Wealth Solutions LLC was founded by Michael Sherman, CPA, CFP®, CDFA®, CPFA in 2022 to provide a customized approach to financial planning.
About US
The Sherman Wealth Solutions Story
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 holistic financial planning, but more focused on just the investment aspect.
What We Do
Our Processes
Financial Planning Process
Investment Management Process
Tax Preparation Process
Services
Financial Planning
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.
Investment Management
We focus on having a long-term investment objective based on your risk tolerance.
Retirement Plan Advisory
As a way to support our business owner clientele, we have also specialized in
Divorce Planning
Sherman Wealth Solutions LLC helps individuals with their pre-divorce and post-divorce needs
Tax Services
For our clients taking advantage of our full investment management, financial planning
Insurance
As part of our financial planning process, we review your current insurance policies.
Our Clients
- Business Owners
- Divorcees
- Professionals with Equity Compensation
- High-Net Worth Individuals
Blog
Update Article & News.
My Conviction: Why You Should have a Municipal Bond Allocation as a High-Income Earner Right Now
Municipal bonds have been an allocation for high income earners for quite a long time. In recent years, many municipalities have been able to refinance