Sterling Wealth Management works with families to help make sense of financial issues and simplify the wealth management process. We pride ourselves on constant and consistent communication, which instills confidence, trust, and a deeper understanding of what is really important in the lives of the families we serve.
We strive to be a trusted advisor who knows the values, life experiences, and dreams of each generation to directly affect your sense of security, independence, and fulfillment. You can easily access our team as we intentionally maintain a select number of clients in order to deliver the personalized service and care your finances deserve.
We strive to be a trusted advisor who knows the values, life experiences, and dreams of each generation to directly affect your sense of security, independence, and fulfillment. You can easily access our team as we intentionally maintain a select number of clients in order to deliver the personalized service and care your finances deserve.
Services
Comprehensive financial planning is about aligning your values, needs, and goals with your behaviors and decisions to help you achieve an enriched life-both personally and financially. With the help of our Research and Advanced Planning teams, we advise on a variety of financial planning topics, including helping you plan for the certainty of uncertainty.
We emphasize the need to follow a comprehensive, needs-based, behavioral advice focus on wealth management. Whether you are overwhelmed by the challenges of newfound wealth, saving for retirement, children's education, or planning to share your legacy with those that matter most, we can be your guide.
Sterling Wealth Management has partnered with the Community Foundation of the Endless Mountains to make a positive impact on the charitable endeavors we are passionate about. In addition to the Sterling Cares fund, Bill and his wife, Debbie, have created the Lewis Family Fund that their family uses to make annual grants to several area nonprofits.
Use this helpful planning guide to start organizing your finances and identify the issues that affect you most. When you understand how to take full advantage of a 529 plan, it can be a powerful college savings tool. After the historic Obergefell decision, it's important for LGBTQ+ couples to comprehensively review their estate plan.
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