Sherman Werst Wealth Advisors

Specialties

At Sherman Werst Wealth Advisors, we understand how your accomplishments, passions, and dreams for the future make you unique. What sets us apart is our ability to integrate these nuances into solutions tailored for your near– and long-​term financial goals. Our philosophy is grounded in an unwavering commitment to helping safeguard the things that matter most to you. We demonstrate this with: Adherence to a rigorous investment process that leverages extensive research and produces a fully personalized investment strategy. Specialized expertise focused on planning for future income needs, managing risk with the goal of preserving your wealth, and creating a game plan to provide for family members. We’re an independent business model that fosters objective advice and is not influenced by a large parent company or shareholders. While the complexities of a changing financial landscape can present challenges, this does not mean you have to compromise on the pursuit of your financial future. That’s why our clients take comfort in knowing that each of our firm’s principals brings more than twenty years of experience in the financial industry. We at Sherman Werst & Company can guide you with the right planning and investment expertise to help you continue on your journey.