The Sher Wealth Management Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$124,794,911
Clients
47
Advisors
2
of 2 employees
About
The Sher Wealth Management Group primarily serves individual retail clients, including high‑net‑worth individuals, IRAs, trusts, estates and corporate entities. The firm provides comprehensive, fee‑based wealth management and portfolio management services—covering retirement planning, cash flow analysis, tax review and estate planning—and delivers discretionary asset management through LPL‑custodied Strategic Wealth Management accounts and LPL‑sponsored programs (OMP, PWP, MWP).
Sher Wealth tailors portfolios using a mix of fundamental, valuation and technical analysis across mutual funds, ETFs, equities, fixed income and options, and emphasizes continuous account management with periodic rebalancing and at least annual reviews. The firm implements client strategies on a discretionary basis and relies on LPL for custody, trade execution and program overlays, receiving platform research and support in return.
Compared with many peers, Sher Wealth is a small supported adviser (two advisors, about $145.6 million AUM and 47 clients) that discloses and advertises third‑party ratings and that uses borrowing within separately managed account strategies—both features that are uncommon among similar firms. The brochure also highlights the founder’s continued affiliation with LPL and the firm’s transparent disclosures about conflicts stemming from shared program fees and occasional commissionable product sales.
Client services
Expertise
Fee options
Up to 1.25% annually, negotiable
Commissions charged separately for insurance and securities products, not charged in addition to advisory fees
Account minimum: $250,000 generally or $500,000 aggregate across platforms (exceptions possible)
Main office
75 Second Ave., Suite 605
Needham MA 02494
Advisors at this office
2
Most active in
Massachusetts · New Hampshire · Texas
Also doing business as
The Sher Wealth Management Group · The Sher Wealth Management Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Philip S
CFP®, Series 63, Series 65
Needham, MA
The Sher Wealth Management Group
Philip Sher is a Certified Financial Planner® with 27 years of experience in the financial services industry. He has worked at LPL Financial LLC since 1998 and founded The Sher Wealth Management Group in 2014, where he currently practices. The Sher Wealth Management Group serves individual retail clients, including high-net-worth individuals, IRAs, trusts, estates, and corporate entities. The firm offers comprehensive, fee-based wealth management and portfolio management services, employing a mix of fundamental, valuation, and technical analysis across various asset classes with discretionary account management.
Sharlene W
CFP®, Series 63
Needham, MA
The Sher Wealth Management Group
Sharlene Wolf is a CFP®-designated financial advisor with 23 years of industry experience. She has been with The Sher Wealth Management Group since 2015 and also has a longstanding affiliation with LPL Financial dating back to 2003. Outside of advisory work, she provides tax preparation services as a CPA. The Sher Wealth Management Group serves individual retail clients, including high-net-worth individuals, IRAs, trusts, estates, and corporate entities. The firm offers comprehensive, fee-based wealth management and portfolio management services, implementing client strategies on a discretionary basis while utilizing a combination of fundamental, valuation, and technical analysis across a variety of investment vehicles.
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