Sherman Wealth Management LLC

Ashley Perlmutter is a financial advisor at Sherman Wealth Management LLC in New York, NY, holding a Series 65 designation with four years of industry experience. Prior to joining Sherman Wealth Management in 2020, she worked at the University of Maryland and Holton-Arms High School. Outside of her advisory role, she operates a small business involving affiliate linking and reselling clothing. Sherman Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, comprehensive wealth management, and financial planning services. The firm employs a long-term, open-architecture asset allocation approach, customizing portfolios to client goals and risk tolerance while offering access to a variety of investment vehicles and educational seminars.

Andrew Prescott is a CFP® professional with 19 years of industry experience, currently operating through Ocean Breeze Wealth LLC, an independent firm he founded in 2018. Prior to this, he worked at Morgan Stanley Smith Barney from 2009 to 2018 and holds a role as a paraplanner at Sherman Wealth Management since 2022. Ocean Breeze Wealth LLC provides discretionary investment management and comprehensive financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm utilizes a blend of fundamental security analysis and Modern Portfolio Theory with diversified portfolios implemented under client-specific investment policy statements and custodied on an institutional Schwab platform.

Bradley Sherman is a financial advisor at Sherman Wealth Management LLC with 14 years of industry experience. He holds a Series 66 designation and has been with Sherman Wealth Management since 2013. Sherman Wealth Management serves individuals, high-net-worth individuals, trusts, estates, businesses, and retirement plans by providing discretionary investment management, comprehensive wealth management, financial planning, retirement plan advisory, and cash-management services. The firm employs an open-architecture, long-term asset allocation approach with customized portfolios that emphasize buy-and-hold strategies and may include mutual funds, ETFs, alternative investments, and third-party managers.