Michael Sherman

Background

About Michael Sherman

I focus on investment planning for individuals, and consulting to corporations on retirement plans. For over 17 years I have been serving the wealth management needs of my clients at Wells Fargo Advisors. I believe each client deserves a plan tailored to their specific goals and objectives. Through the wealth management process I employ, I help my clients accumulate, preserve, and transition wealth. In addition, I believe clients have more complex needs pertaining to investment and retirement planning, philanthropic desires, and estate planning strategies. The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact — me. It’s a distinct advantage of working with one the world’s premier financial institutions. In helping you address your financial needs beyond investing, I have access to lending products and services through Wells Fargo affiliates. I graduated from Calvin College in 2003 with a bachelor's degree in business. I have been married to Rene’ since 2004 and we have 2 children, Nicholas and Mady. In my spare time I enjoy spending time with my family and playing golf – especially with Nicholas. I coach the golf program at Grand Rapids Christian Middle School. I am also a board member for David’s House Ministries in Grand Rapids. In the past I have also been a member of the Up on the Roof fundraising committee for the St. Mary’s Doran Foundation. I attend Ada Bible with my family. This information is intended for use by residents of AL, AZ, CA, CO, CT, DE, FL, ID, IL, IN, KY, MD, MI, MN, MO, NC, NH, NY, OR, PA, SC, TN, TX, UT, VA, WA, and WI Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social