The Sher Wealth Management Group

The Sher Wealth Management Group (CRD# 172369) is a financial advisory firm headquartered in Newton Upper Falls, MA. They manage $71,043,650 in 143 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $496,809
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, MA, TX

Financial Advisors at The Sher Wealth Management Group
Showing 1 - 2 of 2 top financial advisors.
1
Philip J. Sher
CRD#: 1457079
233 Needham Street, Suite 300, Newton Upper Falls, MA 02464
96
Wealthminder
score

Philip Sher (CRD# 1457079) is an Investment Advisor Representative working at The Sher Wealth Management Group in Newton Upper Falls, MA and has over 18 years of experience in the finance industry. Philip Sher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Sharlene R. Wolf
CRD#: 4695293
233 Needham Street, Suite 300, Newton Upper Falls, MA 02464
96
Wealthminder
score

Sharlene Wolf (CRD# 4695293) is an Investment Advisor Representative working at The Sher Wealth Management Group in Newton Upper Falls, MA and has over 13 years of experience in the finance industry. Sharlene Wolf has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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