You have financial goals.

We have the financial solutions to help guide you in making those goals a reality using…

Retirement Planning Tax-Efficient Investing Strategies Risk Management Equity Compensation Planning Business Solutions
“Do the right thing. The business will follow.”
- Bob Sherr

We’ve built a company with loyal clients by focusing on doing what’s right. Integrity matters when it comes to managing your wealth.

We get it: managing your wealth can be confusing and complex.

As fiduciary financial advisors in Danvers, MA, we are committed to offering only the services that align with your needs and avoiding unnecessary trends when managing client assets. You’ll experience the hands-on management that comes with a client-first approach and the quality and value of national support.

The Multigenerational Wealth Playbook

Cost-Effective Strategies for Tax-Efficient Wealth Transfer

Building wealth is just the beginning. The key to creating a lasting legacy is effectively transferring that wealth across generations while minimizing taxes and other costs.

Tax efficient wealth transfer

Why Our Investment Management Philosophy Matters

Securing your financial future involves more than just managing your wealth; it requires a partner who understands the true potential of your financial journey and helps you maximize it with tax-efficient investment strategies and a long-term, disciplined approach.

A True
   Partnership
Tax-Efficient
   Investments
Discipline: Think
   Long Term
A True Partnership
Tax-Efficient Investments
Discipline: Think Long Term

Stay informed and make smarter decisions with timely updates on the SFA team’s latest financial trends and strategies.

Bold yellow “Stay Calm” text on a bright blue background with radiating lines, representing the importance of maintaining composure and the importance of financial planning during market volatility.

Stay Calm & Invest On: How to Thrive in Volatile Markets

Market volatility is nothing new, but that doesn’t make coping easier. In fact, the current financial headlines can trigger stress, especially when retirement plans are...
A napkin with the handwritten words “Compound Interest” next to a pen and a cup of tea on a wooden desk, symbolizing the idea that small, consistent savings can grow significantly over time through the power of compounding interest.

Grow Your Investments with Compounding: The Power of 1%

Small, Consistent Savings Can Have a Major Financial Impact.   When building wealth, most people focus on big-picture questions:  What investments should I choose?  When...
Are You Ready?” text on a bright green brick wall—a visual prompt about retirement readiness and income planning strategies from Boston financial advisors.

Are You Retirement Ready? Explore Retirement Income Strategies

Retirement marks a significant shift in everyone’s financial priorities, moving from wealth accumulation to capital preservation and generating sustainable income. Understanding how to structure retirement...

Ready to Talk About Securing Your Financial Future?

Schedule a free, no-strings-attached phone call with our team of financial advisors.