About Us

WEALTH MANAGEMENT

Chris Sharry was born and raised in Worcester, Massachusetts. He received a master’s degree from Anna Maria College and a law degree from New England Law in Boston, Massachusetts. Chris’s legal practice focuses on estate, Medicaid and special needs planning. As Chris’ estate planning client’s financial needs grew, he formed Assure Wealth Strategies, LLC to help his clients plan for their future. He further expanded his planning services and co-founded Visper Wealth Management, LLC, an investment management firm, to provide a more comprehensive service to his clients, as well as new families.

As a licensed attorney and CERTIFIED FINANCIAL PLANNER™ professional, Chris has the unique ability to advise clients with their legal estate plan as well as their investment and financial plan to develop a custom and holistic plan. Chris’s practice is now devoted to helping families with investment management, income planning, estate planning, and special needs planning. 

Chris and his wife Jennifer, a Registered Nurse, live in Oxford with their daughter and two sons. Outside of the office, Chris enjoys running, hiking and attending his children’s activities.

Chris is a member of Wealth Counsel and serves on the advisory board at the Autism Resource Central in Worcester, Massachusetts.

WEALTH MANAGEMENT

Jeff Monfette was raised in Spencer, Massachusetts, and graduated from St. Peter-Marian High School in Worcester. He went on to graduate from Bryant University in Smithfield, RI with a BSBA with a concentration in Finance.

After his graduation from Bryant, Jeff joined Keyes-Graham Associates in Plainville, Massachusetts, a financial services firm specializing in retirement planning. In 1998 he helped form Visper Retirement Solutions, an Asset Protection and Retirement Services firm, to focus on the needs of retirees and those seriously planning their retirement.

Jeff later went on to earn his Law Degree with a major in Finance and Asset Management and is a member of the Massachusetts Bar. He is dedicated to protecting families both legally and financially. He is also a member of the National Academy of Elder Law Attorneys.

Jeff and his wife Susan, an Elementary School Teacher, and their children live in Waltham.