The Sher Wealth Management Group

The Sher Wealth Management Group (CRD# 172369) is a financial advisory firm headquartered in Needham, MA. They manage $90,093,958 in 66 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
75 Second Ave., Suite 605, Needham, MA 02494
http://www.sherwealth.com
By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $1,365,060
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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 Sher, financial advisor Needham MA
Philip J. Sher
CRD#: 1457079
75 Second Ave., Suite 605, Needham, MA 02494

Philip Sher (CRD# 1457079) is an Investment Advisor Representative working at The Sher Wealth Management Group in Needham, MA and has over 26 years of experience in the finance industry.

2
Sharlene Wolf, financial advisor Needham MA
Sharlene R. Wolf
CRD#: 4695293
75 Second Ave., Suite 605, Needham, MA 02494

Sharlene Wolf (CRD# 4695293) is an Investment Advisor Representative working at The Sher Wealth Management Group in Needham, MA and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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