Sherman Wealth Management

Matthew Sherman, the firm's President and CEO, leads investment decisions. He founded the firm in 2003 and continues to oversee portfolio construction and client strategy. No deputy CIO or separate investment committee is publicly named.

The firm uses a customized advisory model — each client receives a bespoke portfolio allocation rather than a pooled fund. Sherman Wealth builds separate accounts across public equity, fixed income, private credit, and real assets, allowing tax and liquidity tailoring per family.

Sherman Wealth Management operates as a multi-family office under an RIA structure. It serves multiple ultra-high-net-worth families, distinguishing it from single-family offices that manage one dynasty's capital.

The firm prefers direct investments via separate accounts for its clients, avoiding pooled fund-of-funds structures. This allows Sherman to customize liquidity, sector allocation, and tax treatment per family, though fund usage is possible for illiquid strategies.

The firm focuses on liquid and semi-liquid asset classes — public equities and fixed income are core. Private allocations, where present, skew toward late-stage private credit and real assets rather than early-stage venture or growth equity.

Public records do not document sector avoidance. The firm's focus on customized planning suggests it avoids concentrated industry bets, instead maintaining diversified portfolios.

The origin of client wealth is not disclosed by the firm. As an RIA serving multiple families, the source varies by client — likely including entrepreneurial exits, inheritance, professional services, and real estate.