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.

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...
White jigsaw puzzle pieces scattered on a red background, symbolizing the complexity of equity compensation plans for Boston executives including RSUs, ISOs, and NSOs.

Equity Compensation Guide for Boston Executives

If you’re a high-income professional in or around Boston, executive compensation can be both a wealth-building opportunity and a puzzling tax consequence. Whether you’re receiving...
Person wearing red sneakers standing on a road with multiple white arrows pointing in different directions and one yellow arrow pointing forward, symbolizing financial decision-making and navigating life’s biggest financial challenges. Ideal for illustrating strategic financial planning during major life transitions.

Five Ways to Deal with Life’s Biggest Financial Challenges

Life unfolds through a series of transitions—some anticipated, others unforeseen. From starting a new job or marrying, to navigating divorce, starting retirement, or losing a...

Ready to Talk About Securing Your Financial Future?

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