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Sarah has developed an approach to advising her clients that is based on straight talk, common sense and simplified holistic investing. She honed her beliefs over her 35+ years as an Advisor, with A.G. Edwards and Sons, and its successor firms, Wachovia and Wells Fargo Advisors. During that time, Sarah worked as the manager of the Worcester, MA office for 11 years and for six years as the manager of the Boston AGE institutional and Retail Office. She opted out of management in 2009 to serve her clients full-time, creating The Berry Group as a branch of Wells Fargo Advisors. In September of 2019 she elected to establish The Berry Group as a Registered Investment Advisor with her partner, Michael Machnowski, CFP®.