The Sher Wealth Management Group

The Sher Wealth Management Group is a Wealth Management firm in Newton, MA, located at 233 Needham St. The practice is led by founder Phil Sher, who established the group over 20 years ago to address unique financial management needs. The firm serves clients seeking comprehensive retirement planning, personalized wealth management, and assistance with transition issues caused by life changes. By listening to clients and organizing assets, allocation strategies, insurance, and estate plans, the team aims to simplify, consolidate, and integrate every aspect of a client's financial future. The office is situated within the Newton Executive Office Center, where professional staff support the advisors.

Phil Sher is a CERTIFIED FINANCIAL PLANNER practitioner and a Certified Retirement Counselor with more than 30 years of experience in the financial services industry, including 14 years exclusively in comprehensive financial planning. He is joined by Sharlene Rabson Wolf, CFP, CPA, who has been a partner with the firm since June 2003. Her background in accounting, taxation, and financial planning allows her to provide specialized assistance alongside Phil. The firm provides experienced assistance in wealth accumulation strategies, education planning, retirement planning, and tax planning. Their investment services cover a broad spectrum of products including stocks, bonds, mutual funds, managed portfolios, treasury bills, government securities, annuities, and foreign securities. For education planning, they offer 529 college funding and higher education planning for children and grandchildren. In retirement planning, the firm handles comprehensive retirement plans, IRA planning and distribution, Roth or SEP IRA planning, 401(k)/403(b) planning, rollover services, and profit-sharing plans. They also provide long-term care plans, insurance evaluation, and tax planning services focused on minimizing tax burden and harvesting tax losses. The firm works with clients' accountants as a team to manage tax consequences.

The Sher Wealth Management Group combines decades of financial planning expertise with specialized tax and estate knowledge to help Newton residents secure their financial futures.

The Sher Wealth Management Group sits on Needham Street in Newton, MA, just a short distance from the Needham Street Bridge and Highland Avenue. It is also located near the Newton Fire Department and One Medical, with South Meadow Brook only about 0.1 miles away.

BizScoreAI awarded the business a Discoverability score of 75 out of 100, which confirms that AI crawlers can access every page of the website to enable recommendations. The Technical score of 74 out of 100 shows the site is secure and indexable so search engines can read it without errors. The firm ranks number 2 of 3 Wealth Management businesses that BizScoreAI has scored in Newton.