28411 Northwestern Hwy, #1200, Southfield, MI 48034
In 2003 Jason began his first foray into using that passion to help others, founding his own financial consulting practice where he focused on providing clients with sound financial advice and unparalleled service.
His work began to make waves, and in 2004 he was sought out by The Private Bank to join the team as the lead Financial Consultant and tasked with building the Financial Advisory Team. In his 18 years at the bank, Jason developed the foundation of his hands on and personalized approach to financial planning. There is an unquantifiable advantage to expertise and care Jason developed in those formative years - something you can not replicate without persistence, passion, and empathy.
In 2017, Jason founded Sherman Private Wealth with the goal to provide an unmatched level of personalized service for comprehensive financial planning and investment management.
Since then, Jason’s goals remain the same - make the biggest impact with clients across the country by incorporating care, technology, and his passion for finance.
When he’s not helping set clients up for a successful retirement, Jason likes to spend time with his wife, Lindsay, sons, Jack and Jett, and golden retriever, Charlie (aka ‘Chuck’).