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28411 Northwestern Highway Suite 1200 Southfield, MI 48034

248-805-1123
JSherman@ShermanPrivateWealth.com
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MANAGE TAXES · INVEST SMARTER · RETIRE ON YOUR TERMS

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Our Services

Whether you’re a young professional or anticipating a wonderful retirement, you can build the financial future you want when you’ve partnered with experienced financial adventures. We provide a complete set of services to develop a strategy that is uniquely tailored to your wealth goals.

Estate<br/>Planning

Estate
Planning

We help you establish a strong financial legacy to support the ones you leave behind.

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Cash Flow Planning

Cash Flow Planning

This will be an essential part of your comprehensive financial plan and wealth management.

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Retirement Income Planning

Retirement Income Planning

With retirement around the corner, we identify quality methods to pursue the lifestyle you want.

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Tax<br/>Planning

Tax
Planning

Together we can find strategies to lower your tax liability and better prepare for the future.

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Investment Management

Investment Management

We explore all your options and provide guidance and education for savvy investing.

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Client-Focused Financial Planning

At Sherman Private Wealth, we aren’t just someone who conducts transactions on your behalf. We are your partner for employing a strategy that leads to real results. We are committed to helping you understand the various elements of comprehensive financial planning. This includes educating you and building your confidence in taking control of your financial present for a better future.

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Resource Center

From retiring early to fueling your passion for philanthropy, our client-focused resources can help you have a successful financial future.

Blog

Blog

Explore our newest articles that give insights for all stages of your life.

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Free Assessment

Free Assessment

Get a free retirement assessment provided by your Sherman Private Wealth team.

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Weekly Market Commentary

Weekly Market Commentary

Stay up to date with current market trends to keep your investments on track.

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OUR MISSION

Our mission is to provide exceptionally crafted and personalized strategies that consider the present, as well as the unpredictability of the future, in order to better equip you to make informed financial decisions that will lead to the achievement of your goals and the fulfillment of your needs.


Jason R. Sherman, CFP®, AIF®

Jason R. Sherman, CFP®, AIF®

Financial Consultant

Diana Charney

Diana Charney

Operations Manager

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