Our Company / Our Vision
The Sher Wealth Management Group helps you address your personal and financial goals. With Financial Professional of The Sher Wealth Management Group as your wealth advisor, you will confidently know that a proactive, collaborative wealth management firm is handling your plan toward financial self-sufficiency.
Since 1998, The Sher Wealth Management Group has helped people like you with our personalized approach to wealth planning, accumulation, distribution and preservation. Rest assured that our goal is to help you maintain the standard of living to which you have become accustomed and to preserve your wealth for you and your legacy.
As a valued client, you will work collaboratively with us, your family, attorney and CPA to develop and manage strategies unique to your personal, business and financial situations. We work together to help address your individual and fiscal objectives to focus on your financial autonomy.
Our Personalized Approach
We are committed to serving a small group of clients. Our dedication is paramount. Be assured that we take our responsibility to you very seriously.
Because The Sher Wealth Management Group is a small boutique firm, we take the time to create a wealth accumulation, distribution and preservation strategy unique to you and you alone. This plan is continually refined in collaboration with you and your other advisors as your situation and market circumstances warrant.
Our Commitment to You
As a client of The Sher Wealth Management Group, you can be confident that we will:
Listen to you attentively.
Communicate with you effectively.
Treat you with the utmost care, courtesy and respect.
Present you with unerring honesty.
Phil Sher can help you work toward all your life’s goals that financial independence can offer - whether they include owning a business, purchasing a second home, educating children or retiring comfortably at a young age. We can help you build wealth.
The Results You Want
The Sher Wealth Management Group’s independent investment strategies are designed to work towards building wealth and help lower risk a tax-efficient manner, accounting for your unique requirements and risk tolerances. As our client, our goal is to help you have more time to spend on the things that truly matter - family, friendships and experiences.
Phil Sher’s proactive approach to client service is all about saving you time, frustration and worry. This comprehensive structure means we can address all your financial investment needs, and can potentially reduce the complexities associated with working with more than one company.
The Strength of LPL Financial
Phil Sher is affiliated with the national firm of LPL Financial, one of the largest* organizations of independent financial advisors. Because we work with LPL, we offer you access to a robust mix of services, products and tools. We enjoy unfettered access to LPL’s research analysts, who help us to make educated decisions about your investments. We offer you access to a broad range of financial products from which to choose to help work towards your goals - we do not sell proprietary products. The Sher Wealth Management Group can provide you with objective investment advice.
*As reported by Financial Planning magazine, June 1996-2018,
based on total revenue.