Brad Sherman

As Founder and President of Sherman Wealth Management, Brad Sherman provides clients with customized financial strategies, designed to help each individual pursue their own unique long-term financial goals. Brad helps clients navigate the often-overwhelming selection of wealth solutions and financial tools, in order to create a customized plan, and make suitable recommendations for each client’s specific goals and timeline. Brad understands that younger investors are at a different stage in their life than those nearing retirement and each has unique expectations and goals. He therefore creates financial strategies that are designed to pursue savings for future life milestones, based on the lifestyle that clients want now. Brad takes pride in providing each of his clients with personalized attention, regardless of the size of their financial profile.