Sterling Wealth Management

Sterling Wealth Management is a fee-only comprehensive wealth management firm that uses a consultative approach to financial and investment planning. This approach insists on collaboration with our clients to solve financial challenges and enhance their financial situation. Through a defined wealth management process, we provide counseling for a limited number of high-net-worth individuals and families.

Sterling Wealth Management was an ideal we held long before it became a private wealth management firm. Our ideal was to create a financial services organization that would be a place of safety for people seeking honest advice to help them live their best lives. It is our belief that the financial services industry is too often focused on their own good, not the good of the people they are supposed to serve.

Our business was started with you in mind. As a fee-only wealth management firm, we are duty-bound to always act in your best interest. We don't think of you as just a client. Every member of our team will be well acquainted with your unique situation. So we treat you like one of the family. Regular face-to-face meetings - We help you protect and enhance your wealth so you achieve all that is important to you.

We show genuine concern for you and your family that comes through in the way we respectfully and professionally handle our relationship. You and your family are unique, and all decisions made on your behalf are based on your life goals. Investment account set up & transfer are not a burden to you.we handle the complexity.

We are making a positive difference in the lives of our clients, in the communities we influence, and with each other, looking for new ways to do so every day. Our goal is to maximize the total wealth of our clients - human, intellectual, and financial wealth. We live every day dedicated to finding new ways for those in our world of influence to feel connected, resourced, and appreciated.