Check the background of your financial professional on FINRA's BrokerCheck.
The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Copyright 2023 FMG Suite.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014, 2015, 2019, 2021, 2022, and 2023 Five Star Wealth Managers.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through The Sher Wealth Management Group, a registered investment advisor and separate entity from LPL Financial.
CRC Conferred by InFRE®
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CT, FL, LA, MA, NC, NH, NY, OH, RI, SD, TX, VA.
To provide exceptional service, build trusted relationships, and use our knowledge and experience with the goal of helping you manage, preserve and grow your wealth.
