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 19 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 14 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.