Integrated Wealth Management

There are many aspects to effectively managing your financial life. A plan of action is necessary to ensure that wealth is created, grown and preserved. We build this plan by providing you with sound, objective advice, proactive investment management, financial planning, and comprehensive financial analysis. As your Trusted Advisor, we work diligently to ensure your plan is successfully carried out.

The difference between Sterling Wealth Management and other wealth advisory firms is our personal attention, superior service, independence and objective advice. Whether you are accumulating wealth or preserving it for future generations, we can work with you to develop a meaningful plan to see your dreams realized.

We desire first to understand you and your unique situation before rendering any advice. One of the driving forces behind an individual seeking help from a wealth advisor is the desire to simplify. Often, we find that a client’s financial life is fragmented and has many moving parts. Our goal is to streamline your financial life so that you can take time to enjoy the life you have. The advice and planning we provide you is comprehensive, tailored to your needs, brings simplification to your financial life, and is easily understood.

Your wealth plan should include a roadmap for the accumulation, use and transfer of your assets. We focus on your unique situation, needs and goals in developing your comprehensive wealth plan. Some areas that are addressed include your estate plans, tax considerations, retirement goals, philanthropic desires, and portfolio management strategies.

A key part of making your overall plan a success is prudently investing your resources. Sterling is a Registered Investment Advisory firm that will create a portfolio for your unique situation that will strive to achieve the best risk-adjusted returns. We have chosen to partner with “best of class” providers like Fidelity and Dimensional Fund Advisors (DFA) to bring you investment solutions normally reserved only for large institutional investors.

Retirement is not what it used to be. A new way of thinking has emerged over time and retirement is no longer just an economic event. You don’t have to be “retired” to do what you want to do. We work with you to develop a plan that embraces the life you want to live, a life that you enjoy, no matter how old you are.

Lack of proper tax planning is one of the enemies of an otherwise successful financial plan. Taxes and other costs can erode your investment performance and make achieving your goals difficult. Through our planning and investment strategies, we seek to limit the amount of taxes you pay so that your net worth is enhanced.

Good planning is critical to successfully gathering and transferring wealth for current and future generations. We have the knowledge and experience to work with you and your estate planning attorney to develop an estate plan that is innovative and perfectly suited to your situation.