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301 S. McDowell Street Suite 130 Charlotte, NC 28204
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Michael.Sherman@shermanws.com
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(980) 350-0170
(980) 350-0180 (Fax)

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Annual Pre-Tax Household Income

$0-$200,000 $200,001 - $350,000 $350,001 - $500,000 $500,001 - $1,000,000 $1,000,001 & Up

Household Investment Balances

$0 - $250,000 $250,001 - $500,000 $500,001 - $1,000,000 $1,000,001 - $3,000,000 $3,000,001 - $5,000,000 $5,000,001 - $10,000,000 $10,000,001 & Up

Household Net-Worth

$0 - $250,000 $250,001 - $500,000 $500,001 - $1,000,000 $1,000,001 - $3,000,000 $3,000,001 - $5,000,000 $5,000,0001 - $10,000,000 $10,000,001 - $25,000,000 $25,000,001 & Up

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Business Owner Equity Compensation Divorcee Employer Retirement Plan Sponsor High-Net Worth Individual

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Contact Info

(980) 350-0170
(980) 350-0180
Michael.Sherman@shermanws.com
301 S. McDowell Street
Suite 130
Charlotte, NC 28204

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