The Sherman Investment Group - RBC Wealth Management - Pittsfield, MA
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The Sherman Investment Group - Pittsfield, MA
The Sherman Investment Group
Thomas B. Sherman, CFP®
Senior Vice President - Branch Director,
Private Client Group
Senior Consulting Group
Charles V Irose, Jr.
First Vice President - Financial Advisor
David A. Rice, CFP®
Associate Vice President - Financial Advisor
Brooks Sherman, CRPC®
Financial Advisor
Matthew Chester
Financial Advisor
Christine Frenier
Branch Services Mgr. - Sr. Reg. Client Associate
Kimberlee B. Cohen
Client Associate
2 South Street
Suite 200

Pittsfield, MA 01201
Map & Directions

Phone: (413) 236-8566
Toll Free: (800) 977-2015
Fax: (413) 236-8572

Serving the Berkshires and beyond for 30 years.

Will Social Security be There for You?

Like most people, you probably have a lot of questions about the role Social Security will play in your retirement. The answers to these questions depend largely on your earning history and when you plan to start taking benefits. Understanding the concepts behind Social Security can help you make well-informed decisions that will optimize the amount and timing of your benefits and the impact on your overall retirement plan. For more information, review our Social Security Fundamentals white paper or contact us to discuss your retirement plan.


Financial Markets Commentary: Dollar Awakening

The return to higher, conventional interest rates should be the biggest game changer in years for bonds, stocks, and currencies. The greenback seems like it’s already embarking on a multi-year period of outperformance. Read the full financial markets commentary, as well as asset-class views and key forecasts, in the latest edition of Global Insight.


Our Monthly Newsletter
Please take a moment to read our Monthly Newsletter, featuring valuable information on a variety of timely and interesting financial issues.

The Sherman Investment Group

Portfolio management and wealth planning for individuals, businesses, and organizations.  Serving clients and the community for the past 30 years with distinction and integrity.  Please call 413-236-8566 to learn more or to schedule a complimentary review.

Referred to us by a friend, colleague, or family member?  Please call or email one of us to let us know the best way to contact you.

Tom: thomas.sherman@rbc.com 
Chuck: charles.irose@rbc.com
David: david.rice@rbc.com
Matt: matthew.chester@rbc.com 
Brooks: brooks.sherman@rbc.com  


Contact Us


RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.


Thomas B. Sherman is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, IL, KY, MA, MD, ME, MI, MO, NC, NH, NJ, NY, OH, OK, OR, PA, RI, TN, TX, VA, VT, WA

Charles V Irose, Jr. is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, IL, KY, MA, MD, ME, MI, MO, NC, NH, NJ, NY, OR, PA, RI, SC, VA, VT, WA

David A. Rice is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, IL, KY, MA, MD, ME, MI, MO, NC, NH, NJ, NY, OR, PA, RI, VA, VT, WA

Brooks Sherman is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, IL, KY, MA, MD, ME, MI, MO, NC, NH, NJ, NY, OR, PA, RI, VA, VT, WA

Matthew Chester is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, IL, KY, MA, MD, ME, MI, MO, NC, NH, NJ, NY, OR, PA, RI, VA, VT, WA

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.


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