Loren Sherman, CFP® RICP® WMCP®

When I was much younger, I would sometimes drive my parents and teachers crazy by constantly asking “why?” I was always curious, and a simple answer of “that’s just the way it is” never satisfied.

I've embraced this way of thinking within my firm, always looking for ways to improve upon the status quo. Repeatedly asking "why" was the catalyst behind creating a premium, full-service firm tailored for high-net-worth clients, offering portfolio management, tax planning, estate planning and more, all under a Fiduciary and Flat-Fee model.