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Sherman Wealth Management

Our approach to financial planning isn’t piecemeal. Rather, we take a holistic approach, incorporating all the aspects of your financial life. Part of that process is holding an ongoing conversation about the milestones you foresee for your life—marriage, children, career change—and creating strategies to help you prepare for when those milestones arise. The result is a customized blueprint so you can more effectively and efficiently build your wealth and meet your goals and needs.

We work with you to meet a wide range of needs, including:

-Budgeting and Savings

-Retirement Planning

-Investment Management 

-Insurance Planning

-Tax Planning

-Estate Planning 

We customize everything we do at Sherman Wealth Management to meet your unique needs. In building and managing your financial plan we consider a range of factors including: 

-Your marital status and plans for children

-A potential career change or job move

-Your current financial resources

-Your projected earning potential over the next five to ten years

-Your risk tolerance

-Your goals and dreams 

Member-to-Member Discount:Complimentary Consultation

9841 Washingtonian Blvd.
Suite 200
Gaithersburg, MD 20878


  • Financial Services / Planning

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