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.

Paper cutout figures of a family holding hands in a grassy field, symbolizing the importance of estate planning to protect wealth and provide for future generations in Danvers, MA.

Danvers Estate Planning: Safeguard Your Wealth for Your Heirs

Estate planning in Danvers, MA, isn’t just for the super-wealthy; it’s crucial for anyone who wants to control what happens to their assets after they’re...
Glowing neon number 9 against a dark background, symbolizing nine essential tax planning strategies for high-income earners in Essex County.

Nine Tax Planning Tips for High-Income Earners in Essex County

As your income grows, so does the potential for higher tax liabilities. If you’re a high-income earner in Essex County, navigating tax planning can seem...
Risk Management Solutions for Danvers Businesses and Families – Close-up of hands carefully balancing wooden blocks, symbolizing strategic risk management to protect assets and build a stable financial future.

Risk Management Solutions for Danvers Businesses and Families

Risk is an unavoidable part of life. Whether running a business or investing your hard-earned wealth in the stock market, everyone must account for and...

Ready to Talk About Securing Your Financial Future?

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