Silver Key Wealth Management provides objective investment management and financial planning advice. If you are looking for an experienced, down to earth financial advisor, we might be for you! Please explore our website and learn more about us. Securities offered through LPL Financial member FINRA / SIPC.
Investment advice offer through Independent Advisor Alliance/IAA a Registered Investment Advisor. IFP and Silver Key Wealth Management are separate entities from LPL Financial. The LPL Financial registered representative associated with this site, may only discuss securities or transact business with persons who are residents of FL, GA, MI, NC, NJ, SC, IN, CA, CO, TX.
Investment advice offer through Independent Advisor Alliance/IAA a Registered Investment Advisor. IFP and Silver Key Wealth Management are separate entities from LPL Financial. The LPL Financial registered representative associated with this site, may only discuss securities or transact business with persons who are residents of FL, GA, MI, NC, NJ, SC, IN, CA, CO, TX.
Services
We will discuss your goals, current financial situation, what makes you worry at night, what kind of help you are looking for and need. If we both feel like we are a good match, then we will request a list of items for a complete financial review. Silver Key Wealth Management provides ongoing investment management services as well as investment consultation.
Sharon L. Herman, AAMS, ADPA is the CEO of Silver Key Wealth Management, serving clients in FL, MI, NJ, CO, NC, TX, GA and VA. Sharon has been a Financial Advisor since 2002. Sharon has a Bachelor of Science degree from Eastern Michigan University and has earned an AAMS and ADPA designations from the College for Financial Planning.
LPL Financial is one of the nation leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
LPL Research examines two key elements that prompted us to slightly lower our year-end forecast for the 10-year Treasury yield. We see modest gains for stocks over the rest of the year, powered by a strong economic growth outlook and tremendous earnings momentum; although, an increase in volatility during the historically weak month of September is quite possible.
Select 401(k) Savings Calculator 401(k) Spend It or Save It Calculator 403(b) Savings Calculator 72(t) Calculator Beneficiary Required Minimum Distributions How Important is Social Security? Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice.
Reviews (1)
Leslie Forrester
Aug 15, 2016
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Sharon is a down to earth and real financial adviser, able to talk to her clients on a level they understand and one who is independent and who has a fiduciary responsibility to her clients. That means that the advice I've gotten from her has been uncolored by how Sharon gets paid and is best for my overall financial health. I recommend her unhesitatingly to family and friends and suggest that you try her - you will be pleased.
