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We're Here For You: COVID-19 Resources

Client Centered

We're Here For You: COVID-19 

Last Updated: August 10th 2020

Our goal is to help you stay calm and confident despite current market conditions. We understand during periods of market volatility or disappointing performance, some investors might be thinking about abandoning their strategy. We want to remind clients that your investment strategy is a long-term approach and shouldn’t be changed in response to a short-term dip in the performance. However, we’re closely monitoring the markets and we will adjust portfolios if necessary.

Sherman Private Wealth Operations 

  • The safety of our customers and employees is our number one priority. With constant breaking news regarding COVID-19, we are following the lead of many in the financial services industry to promote Social Distancing.
  • Responding safely and responsibly is one way we will continue to show our appreciation for the Sherman Private Wealth family. Therefore, we will be servicing our clients via phone and video conferencing while still working to provide the excellent service our customers expect from our firm and while following the guidance of the experts in the medical field.
  • Our operating hours are still Monday-Friday 8:00am-5:00pm
  • You can reach our team at (248)-805-1123 or at

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