Winter Garden, FL Office

Sherman Wealth provides advisory services to individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans. Services described in the brochure include discretionary investment management as part of broader wealth management, financial and tax planning, cash management, and retirement‑plan advisory and consulting.

The firm follows a customized, open‑architecture approach focused on long‑term investing, strategic asset allocation and fundamental analysis, typically using low‑cost mutual funds, ETFs and alternative investments selected after internal due diligence. Sherman Wealth may recommend or retain independent third‑party advisers to manage portions of client portfolios and generally implements and monitors portfolios on a discretionary basis consistent with client goals and risk tolerances.

What distinguishes the firm from many peers are its disclosed industry affiliations and product mix: principals maintain private real‑estate and private‑equity interests through affiliated entities and have an ownership interest in a company that controls a registered adviser and a broker‑dealer, and the adviser may recommend or facilitate client investments in privately offered exchange funds managed within that network. The brochure also notes the firm provides educational seminars and speaking engagements and warns that some recommended private pooled vehicles can be illiquid or employ leverage or margin, exposing client accounts to borrowing‑related risks.