A complete list of active advisors currently associated with The Sher Wealth Management Group
Warmer can help you find a great advisor at The Sher Wealth Management Group or one who fits your needs even better.
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.
To learn more about the advisors currently working at The Sher Wealth Management Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Needham, MA
| 27
| |
Needham, MA
| 22
|
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