Advisor at The Sher Wealth Management Group
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Firm
The Sher Wealth Management Group
Location
Needham, MA 02494
Credentials
CFP®, Series 63
Industry experience
22 years
Sharlene Wolf is a CFP® with 22 years of industry experience, currently serving as a financial advisor at The Sher Wealth Management Group since 2015. She has also been affiliated with LPL Financial, LLC since 2003. In addition to her advisory role, she provides tax preparation and accounting services as a CPA. The Sher Wealth Management Group serves individual retail clients, including high-net-worth individuals, IRAs, trusts, estates, and corporate entities. The firm offers comprehensive, fee-based wealth management and portfolio management services, utilizing a discretionary investment approach supported by LPL’s custody and trading platforms.
Based on The Sher Wealth Management Group
Based on The Sher Wealth Management Group
Up to 1.25% annually, negotiable
Commissions charged separately for insurance and securities products, not charged in addition to advisory fees
Account minimum: $250,000 generally or $500,000 aggregate across platforms (exceptions possible)
75 Second Ave., Suite 605
Needham, MA 02494
Massachusetts
The Sher Wealth Management Group
2015 - Present (11 years)
LPL Financial, llc
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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