Thomas Sherman of Weston, financial specialist at Strategies for Wealth, has received the Five Star Wealth Manager Award from Westchester Magazine for the fifth consecutive year.
Mr. Sherman is a financial specialist who helps individuals and business owners avoid common mistakes by making smart decisions around their money to protect, grow, and access far more of it than they could otherwise. Managing money represents a portion of his overall business.
Westchester Magazine recognizes Five Star Wealth Managers as the top wealth managers in Westchester, a select group of less than 2% of the 15,600 wealth professionals in the county. Award-winners fulfill 10 objective eligibility and evaluation criteria associated with providing quality financial service.
Before joining Strategies for Wealth, Mr. Sherman was senior vice president, general manager of a nationally recognized marketing agency that grew from $8 million to $18 million in billings, and 40 to 100 people, in three years.
He also owned his own business for five years, teaching communication skills and media interviewing skills to senior executives domestically and internationally.
Mr. Sherman lives in Weston with his wife; his two grown children live and work in Los Angeles.
Strategies for Wealth is an 80-year-old, privately held, financial firm offering services for individuals and businesses, including investment services, retirement and estate planning and all insurance needs.
With offices in Manhattan, Rye Brook, and Long Island, Strategies for Wealth has been in business in the tri-state area since 1934.