Natalie Sherman

Head of Wealth Planning at &Wealth - Baltimore, MD, US

Natalie Sherman's Colleagues at &Wealth
Marriam Khan

Financial Analyst

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Dorie Fain

CEO

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Natalie Sherman's Contact Details
Email (Verified)
***@andwealth.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
Location
Baltimore, Maryland, United States
Company
&Wealth
Natalie Sherman's Company Details
&Wealth logo, &Wealth contact details

&Wealth

Baltimore, MD, US • 5 - 9 Employees
Financial Services

&Wealth is a boutique financial advisory firm expressly created for women who are managing the inherent complexities of the wealth management process, on their own, often for the first time.Given our clients' very special needs – along with their professional advisors unique requirements, &Wealth simplifies the initial, ongoing, and traditional complexities and inherent stresses of the wealth management, divorce, and trust & estate decision making process. With an elite, hand-picked team paired with time tested, tangible investment, cash-flow and risk management strategies, &Wealth blends its focused step by step financial planning system with thoughtful communication and a personalized, "go-at-your-own pace" approach.

Financial Planning Asset Management Divorce Financial Planning
Details about &Wealth
Frequently Asked Questions about Natalie Sherman
Natalie Sherman currently works for &Wealth.
Natalie Sherman's role at &Wealth is Head of Wealth Planning.
Natalie Sherman's email address is ***@andwealth.com. To view Natalie Sherman's full email address, please signup to ConnectPlex.
Natalie Sherman works in the Financial Services industry.
Natalie Sherman's colleagues at &Wealth are Marriam Khan, Dorie Fain and others.
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