Understanding Today’s Financial Environment
Welcome to a unique community - a community in which acts of kindness occur on a daily basis, a place where you’ll find compassion, caring as well as outstanding financial expertise.
It’s The Sher Wealth Management Group, and at its center, you’ll find Phil Sher. Phil is a wealth advisor who has reached out to his clients in an extraordinary way, built extraordinary friendships and helped clients pursue extraordinary results.
Phil created The Sher Wealth Management Group over 20 years ago to pursue your unique financial management needs. Whether you need comprehensive retirement planning, personalized wealth management or assistance with transition issues caused by life changes, Phil can help you.
Together with you, Phil helps you simplify the demands of directing your wealth so you can devote time to your business, your personal endeavors and your family. We listen to you, organize your assets, allocation strategies, insurance and your estate plans to help simplify, consolidate and integrate every aspect of your financial future.
Explore our site and learn more about the services we provide. We look forward to hearing from you.
-The Sher Wealth Management Group
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Our Services
At The Sher Wealth Management Group, we provide experienced assistance in the following areas: Wealth Accumulation Strategies, Education Planning, Retirement Planning and Tax Planning.
Helpful Content
New Retirement Contribution Limits for 2026
A look at the new retirement contribution limits from the IRS.
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Women and Wealth: A Pivot Towards Retirement
Tips and strategies for women approaching retirement to ensure a smooth transition.
Insurance Needs Assessment: For Empty Nesters and Retirees
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Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
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See how long your current savings might last if a disability interrupted your income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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Estimate total wedding costs and see how different choices affect your overall budget.
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Get a snapshot of your overall financial picture by calculating your total net worth.
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Estimate how much of your Social Security benefit may be subject to federal income tax.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
Rightsizing for Retirement
What does your home really cost?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?