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Brett S
Series 63, Series 65
Happy Valley, OR
Madrona Wealth Management LLC
Brett Sherman is a financial advisor at Madrona Wealth Management LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Madrona Wealth Management since 2014. In addition to his advisory role, he serves as an elected member of the City Council in Happy Valley, Oregon. Madrona Wealth Management serves individual and high-net-worth clients by providing ongoing portfolio management and comprehensive financial planning. The firm employs a strategic asset allocation process using the Black–Litterman model alongside fundamental, cyclical, and quantitative analysis, managing primarily non-discretionary portfolios that allow clients to retain final trading authority.
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