Sterling Wealth Management is an independent, fee-only wealth management firm specializing in helping families and individuals prosper through life’s transitions.

Unlike many investment advisory firms that offer select pieces of a wealth management solution, we deliver a comprehensive suite of services. These services include but are not limited to: investment consulting, estate planning, tax and insurance planning and analysis, development of philanthropic initiatives, and management of each client’s unique team of professional advisors.

We provide collaborative management of our client’s financial affairs, often acting as their personal chief financial officer. Working together with our clients, we are committed to identifying their key life goals and challenges, and implementing the strategies needed to meet their specific needs. Our customized strategies are designed to align our client’s resources with their values and help them achieve all that is important to them.

Why choose Sterling?

• Independence
• Objectivity - We are a fee-only advisory firm, receiving no commissions on any solutions we recommend, preserving our total client focus.
• Collaborative Approach
• Personalized Solutions - Our recommendations are based on your needs, not the generic needs of a particular group of people.
• Peace of Mind
• Excellent & Caring Service