Our Team
Phil Sher is a CERTIFIED FINANCIAL PLANNER TM practitioner and a Certified Retirement Counselor with more than 30 years of experience in the financial services industry, including the last 14 years exclusively in the comprehensive...
Sharlene Wolf, CFP®, CPA
Partner
Sharlene Rabson Wolf, CFP®, CPA, has been a partner with The Sher Wealth Management Group since June 2003. Her experience in accounting, taxation and financial planning allows her to provide outstanding assistance to Phil Sher....
Newton Executive Office Center
Professional Staff
The Sher Wealth Management Group maintains their office at the high tech Newton Executive Office Center (NEOC). There Ann, Lisa, and Lori provide the professionals at The Sher Wealth Management Group with....