Marc Pearlman

Prior to founding Sherwood Financial Management, I spent my career at a local wealth management firm for 24+ years working with clients as they near retirement. As a fee-only advisor, I cultivate long-term relationships advising individuals, spouses, partners, and extended families on personal financial planning, investment management and wealth accumulation strategies, and guiding them through their retirement years. By educating, providing perspective, and maintaining investment discipline, I strive to help you maximize your resources, identify those areas that may deserve additional attention, and encourage you to pursue the things you enjoy. I live in Clarence with my husband and our children - two maturing, young men - one in college and the other in high school. We share an interest in I am currently a member of three leading organizations in the financial planning industry, XYPN, NAPFA, and the FPA. XYPN - XY Planning Network, a leading organization of fee-only advisors who go above and beyond to serve you and don't sell product. National Association of Personal Financial Advisors (NAPFA) is a committed group of fee-only, fiduciary financial advisors who continuously strive to provide financial planning services to their clients with excellence. Financial Planning Association (FPA) the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process. I serve on the local FPA of WNY chapter’s board to help guide the chapter and the program committee to help deliver stimulating and relevant content to our membership.

I am so glad you are here! My name is Jeff Arber, the founder of Triple Play Planning. I am a lifelong Western New Yorker with a knack for helping people organize and plan out their complex financial life. Money was always important to me. While I can’t quite pinpoint why, I knew that when I grew up, I didn’t want money (or lack thereof) to be a problem. About 15 years ago, I decided to investigate a career switch to financial services. Those years of experience through the various channels of financial advisement has led me to this point. I am very excited to introduce you to the type of firm I have always wanted to create. What I hear most often from clients I work with is that they are happy they have someone to help guide them to through the gradually increasing complexity of their financial lives. Several of us set up our 401k’s one time and forget about it. Set up a 529 plan when the kids were born, but haven’t looked at it since? Should I consider a Roth contribution over a 529 plan? What are the tax consequences of these decisions? Restricted stock options, what are those? These are all the things we talk over and help you navigate. Of all the things in my life, my family is the most important. I am the proud husband of an awesome wife, Brooke, and the proud Dad of Nolan and Everett. Brooke and I came from different money philosophies. We have worked hard to find a common ground and have a system that works for us both. Nolan is headed to college soon, and Everett will be there soon enough as well. If any of these things resonate with you, let’s chat about it. I am always happy to pass on my life experiences and learnings to help you get on track.