THE SHER WEALTH MANAGEMENT GROUP
Tel: (617) 928-3656 75 Second Ave. Suite 605 Needham, Massachusetts 02494
About THE SHER WEALTH MANAGEMENT GROUP
THE SHER WEALTH MANAGEMENT GROUP is a Needham, Massachusetts based financial advisory firm with nearly $129,647,339 in assets under management and provides investment advisory services for 140 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
172369
Firm SEC#:
801-131993
Assets Under Management:
$129,647,339
No. of Clients:
140
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors
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