Sterling Wealth Management exist to help affluent individuals and their families enjoy wealth without the constant burden of managing it.
We love working with individuals and families who want to organize and manage their wealth. As stated by Ralph Waldo Emerson—It requires a great deal of boldness and a great deal of caution to make a great fortune, and when you have it, it requires ten times as much skill to keep it.
We start by assembling your financial picture. What are your financial and person goals? Do you have an estate plan? Who are your trusted advisors? What motivates you?
Which services are needed to help you successfully attain and manage your financial and personal goals? What will it take for you to get back on track? What is missing from the current picture?
Implement services and solutions to organize and manage wealth. Become familiar with trusted advisors and family members. Begin document retention; gather and digitize important personal and financial documents.
We create comprehensive financial reports to summarize and analyze your finances so that you have the ability to make important financial decisions in a timely manner.
Our comprehensive, proprietary reports have been created with you in mind—they keep the most important financial data at your fingertips.