Beach

Make Work Optional

Make Work Optional

Manage Taxes

Manage Taxes

Manage Taxes

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Invest Smarter

Invest Smarter

Invest Smarter

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Retire on Your Terms

Retire on Your Terms

Retire on Your Terms

We love our work too,
but wouldn't it be great to have a choice?


We work with individuals and families who are 10 years or less away from retirement, have accumulated at least $500k in investable assets, and are ready to work with a dedicated team of professionals to get them on a path to where they want to be.

We love our work too,
but wouldn't it be great to have a choice?


We work with individuals and families who are 10 years or less away from retirement, have accumulated at least $500k in investable assets, and are ready to work with a dedicated team of professionals to get them on a path to where they want to be.

Our Distinct Tax-First Approach to Financial Planning

Our Distinct Tax-First Approach to Financial Planning

Did you know that taxes are the biggest expense most people face in retirement?

We facilitate long-term client confidence by addressing this head on with unique financial planning strategies in 5 key areas: tax management, investment management, estate planning, retirement income planning, social security income planning.

Did you know that taxes are the biggest expense most people face in retirement?

That's why our approach focuses first on tax mitigation.

Back to Top

Back to Top

The SPW Approach

The SPW Approach

The SPW Approach

Our integrated approach to financial success is designed to meet you where you are, and then work towards where you want to be with a process bespoke to your situation but with the same high level of service we give to all of our clients.

Our integrated approach to financial success is designed to meet you where you are, and then work towards where you want to be with a process bespoke to your situation but with the same high level of service we give to all of our clients.

Our integrated approach to financial success is designed to meet you where you are, and then work towards where you want to be with a process bespoke to your situation but with the same high level of service we give to all of our clients.

Couple Doing Tax Planning
Couple Doing Tax Planning

Manage Taxes

With taxes typically being the largest expense in retirement, our strategy is a proactive approach aimed at helping our clients reduce their lifetime tax liabilities. Don't get killed on taxes. We believe in paying what you owe in taxes but not leaving the IRS a tip

Manage Taxes

With taxes typically being the largest expense in retirement, our strategy is a proactive approach aimed at helping our clients reduce their lifetime tax liabilities. Don't get killed on taxes. We believe in paying what you owe in taxes but not leaving the IRS a tip.

Financial Team Investing Meeting
Financial Team Investing Meeting

Invest Smarter

Our diversified portfolio allocation matches the best of our 5 strategies to your situation, risk tolerance, and timeline to retirement. We monitor market conditions and adjust portfolio allocation based on key factors.

Invest Smarter

Our diversified portfolio allocation matches the best of our 5 strategies to your situation, risk tolerance, and timeline to retirement. We monitor market conditions and adjust portfolio allocation based on key factors.

Family Celebrating
Family Celebrating

Retire on Your Terms

You've worked hard to get where you are - it's time to set yourself up for success with the right financial plan for you. We can help you get there.

Retire on Your Terms

You've worked hard to get where you are - it's time to set yourself up for success with the right financial plan for you. We can help you get there.

Your Circle of Trust

Money isn't the easiest thing to talk about, and we get that. Our job is to be your financial advocate; getting you from where you are to where you want to be.

That means a personal approach to those we work with and a designed process to help you make an educated and informed decision on working with us for a better financial future.

Contact us for a free assessment of your financial well-being and get on the right path to making work optional

Or text us a question! (248) 805 - 1123

Contact us for a free assessment of your financial well-being and get on the right path to making work optional

Or text us a question! (248) 805 - 1123

Sherman Private Wealth

Office (248) 805 - 1123

Fax (248) 809 - 1976

28411 Northwestern Highway

Suite 1200
Southfield,MI48034

Disclaimer

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 Sherman Private Wealth


Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, FL, ID, IL, MI, MO, NH, NJ, NY, NC, OH, PA, SC, WA, WI

© 2024 Sherman Private Wealth

Sherman Private Wealth

Office (248) 805 - 1123

Fax (248) 809 - 1976

28411 Northwestern Highway

Suite 1200
Southfield,MI48034

Disclaimer

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 Sherman Private Wealth


Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, FL, ID, IL, MI, MO, NH, NJ, NY, NC, OH, PA, SC, WA, WI

© 2024 Sherman Private Wealth

Sherman Private Wealth

Office (248) 805 - 1123

Fax (248) 809 - 1976

28411 Northwestern Highway

Suite 1200
Southfield,MI48034

Disclaimer

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 Sherman Private Wealth


Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, FL, ID, IL, MI, MO, NH, NJ, NY, NC, OH, PA, SC, WA, WI

© 2024 Sherman Private Wealth