THE SHER Wealth Management Group
SEC RegisteredFinancial Guidance
About the firm
The Sher Wealth Management Group, centered around wealth advisor Phil Sher, provides personalized financial guidance including retirement planning, wealth management, and assistance with life transition issues. Phil created the group over 20 years ago to pursue clients' unique financial management needs. The firm listens to clients, organizes assets, allocation strategies, insurance, and estate plans to help simplify, consolidate, and integrate every aspect of their financial future.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth Accumulation Strategies, Education Planning, Retirement Planning, Tax Planning, Investment Services, Estate Planning, Insurance, and personalized wealth management.
Who they serve
Individuals with unique financial management needs, including those seeking retirement planning, personalized wealth management, or assistance with transition issues caused by life changes.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 13 | $4.9M |
| High Net Worth Individuals | 34 | $120M |
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of January 15, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE SHER Wealth Management Group has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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