Who We Are
WE INVEST IN YOU
Welcome to a better way of managing your financial goals and personal wealth. Welcome to having the peace of mind that your financial advisor is working in your best interest. Our mission is to create an experience that invests in your success and provides a plan designed for you. Founded over 50 years ago, we are guided by the principles of ‘client before company’ and ‘ethics before profitability’. Applying these principles allows us to offer unbiased recommendations and advice.
WHY WORK WITH US
Carl P. Sherr & Co., LLC is an independent Registered Investment Advisor located in Worcester, Massachusetts. As a fee-based advisor, we put your interests before ours and use a comprehensive approach to focus on what is truly best for you, our clients. We act as a fiduciary to you, which means we have an obligation to focus on what is best for you. Our goal is to listen, ask questions, educate, and provide unbiased advice.
EXPERIENCE MAKES THE DIFFERENCE
Founded over 50 years ago by Carl Sherr, a native of Worcester, Massachusetts, the firm continues to evolve and innovate to meet the changing needs of our clients. Our perspective and experience can help guide you to reach your goals and preserve and protect your standard of living. We believe our independence and depth of knowledge allow us to develop comprehensive solutions that offer our clients peace of mind and confidence.
“Your success is our goal.” – Carl P. Sherr, founder.
What We Do
PLAN-CENTERED WEALTH MANAGEMENT
Our goal is to develop a comprehensive plan that works for you, for all phases of life. Using a multi-step approach designed to consider your comfort with risks, goals, and the values you live by.
WE LISTEN TO YOU
Every situation is different and we believe you need to be heard. We start all our client relationships with a conversation to get to know you. By listening to you and asking questions we learn about your objectives, your motivations, and your passions.
DEVELOP A PLAN
A financial plan is the foundation of our relationship with you and is the most important part of the process. We begin with a comprehensive questionnaire that gathers information, personal data and summarizes your goals. Because no two clients are the same, we customize each plan with a high-degree of personalization that matches your specific goals and objectives. Our process of data analysis and planning meetings is designed to meet many types of goals and create a path to success.
After the plan is finalized and approved, an action plan will begin. Implementation is tailored to your goals and needs. Our priority is to make sure your plan becomes a reality by establishing expectations and timelines for completion. As your trusted partner, we offer active investment management by constructing, managing, and monitoring a broadly diversified portfolio that is objective and unbiased.
We recommend scheduling regular reviews and ‘check-in’ meetings to make sure things are still on track. Circumstances change and priorities shift, so most clients will schedule annual reviews to ensure that we are continually updated on any life developments. To keep you informed, our newsletters and ongoing communication will keep you abreast of trends and important events.
Connect With Us
Carl P. Sherr & Co., LLC
446 Main Street Worcester, Massachusetts 01608
Telephone: (508) 791-7126
Toll Free: 800-25-SHERR (800-257-4377)
Fax: (774) 243-2990
Carl P. Sherr, President & Founder
Gary Sherr, Senior Vice President
Edward Sherr, Senior Vice President
Jennifer Simes, CERTIFIED FINANCIAL PLANNER™ Practitioner