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At Sherman Private Wealth Management, we believe that the strength of any avenue in life is found on a solid, well-built foundation. When it comes to the construction of your financial plan – the pathway that you will travel in pursuit of your goals – there is no foundation more reliable than that of careful planning, thoughtful understanding and thorough research.

Our financial planning and investment management process begins with a balance sheet. If you don’t already have one, we will create one for you. This important document will ultimately serve as a blueprint for the construction of your financial plan, through which we will work to build assets, shrink liabilities and manage risk.

Together, we will investigate strategies and recommend investment options based on your needs and long-term goals. In doing so, we can help you avoid trendy options and unproven pathways. With our knowledge, industry insight, and experience, we will guide you down a pathway of proven concepts, reliable resources, and in the direction of your intended financial destination.  

Once you make the decision to partner with our firm, we will work through the following steps in order to build a strategy that is best suited for your unique set of needs.

  1. Organize
  2. Build
  3. Implement
  4. Monitor
  5. Communicate

Contact us today to schedule a no-obligation meeting with our advisors, and find out if we are the right fit for you and your financial goals.