Sherman, Werst & Company, Inc., is an investment advisory firm focused on the pursuit of financial independence for our individual and business clients. The firm is a registered investment advisor in Pennsylvania.

Formed through the collaboration of Lawrence R. Sherman, CFP® and James L. Werst, CFP®, our firm strives to help our clients understand their financial circumstances and needs, as well as how to relate these to the investment world.

Investing money is a complex act that must take into account the facts of the financial markets as well as the emotions and experiences of the investor. By developing long-term personal relationships with our clients, we believe we can develop strategies that best integrate these various individual needs with the financial world.

 

 

 

 
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Dow Jones 16:04 10,497.88 -39.81 Down Arrow
S&P 17:10 1,106.13 -7.71 Down Arrow
NASDAQ 16:00 2,264.56 -23.69 Down Arrow
10Yr Treasury N/A 3.00 -0.04 Down Arrow
30Yr Treasury N/A 4.06 -0.02 Down Arrow
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CFP®, CERTIFIED FINANCIAL PLANNER™ andare certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully completethe CFP Board's initial and ongoing certification requirements.
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This communication is strictly intended for individuals residing in the states of
AZ,CA,CO,CT,DC,DE,FL,GA,IN,MA,MD,ME,MI,NC,NJ,NY,OH,OR,PA,SC,VA,WV.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and Advisory Services offered through Commonwealth Financial Network ®,
Member FINRA, SIPC, a Registered Investment Adviser.
Financial planning provided by Sherman, Werst & company, Inc. in Pennsylvania
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