Partnering with Sterling

“Why should I consider working with Sterling Wealth Management as my financial advisor?” We believe there are several benefits to you that will make your life better by choosing to partner with Sterling.

Financial Peace of Mind

• Solid, well grounded investment philosophy & strategy
• Lower costs
• Disciplined & trustworthy experts to watch over your assets daily
• Access to the resources of world class organizations like Fidelity and Dimensional Fund Advisors (DFA)
• The internal costs of our portfolios are very low, which results in higher returns to you
• You are not paying the extra cost for some ‘expert’ to pick the next best stock when history shows us that it doesn’t pay off in increased returns

We Don’t Waste Your Time…It is Your Most Valuable Resource

• You have one person to call for all of your needs – no bouncing around between departments or sitting through a lengthy phone menu
• Since you have an expert watching over your financial affairs daily, you have more time to do what is most important to you, whether it’s running your business or practice, spending time with family, traveling, getting involved in the community, etc.

Less Hassle

• Easy to read account statements
• Trading confirms can be aggregated & statement sent quarterly
• All paperwork filled out by our office…all you have to do is sign
• We handle the details & complexity of account transfer

More Communication

• Regular face to face meetings
• Newsletters and articles on relevant financial topics

Loyalty to You and Your Family

• Not selling product, so recommendations are completely objective
• Not bugged by frequent calls with the ‘latest & greatest hot tip’

Simplicity

• Wealth reporting that is easy to read & understand
• One call for any question you may have
• An expert coordinator for all of your advisors (accountants, attorneys, etc.)

“The Delight Factor”

• You will always get more than you pay for…in service, attention, and solutions.