What We Do
- 01Comprehensive financial planning and wealth organization
- 02Investment management and portfolio oversight
- 03Retirement planning and income strategy
- 04Tax-aware strategies, coordinated with your CPA and attorney (we don't provide tax or legal advice)
- 05Real estate and business-owner planning
- 06Ongoing education and financial literacy
Why Clients Choose Sterling
A fiduciary, by law.
As an investment adviser, we owe our clients a fiduciary duty, and we don't receive economic benefits from third parties for the advice we give. Read our Fiduciary Oath (PDF).
The whole picture, not just a portfolio.
Investments, taxes, real estate, business interests, and estate considerations all affect one another. Our experience across finance, real estate, and business operations lets us see how the pieces fit.
Plan first, then invest.
We believe every client should have a comprehensive financial plan, and every investment decision should serve that plan.
Education over salesmanship.
We explain the why behind every recommendation, so you understand your wealth instead of just owning it.
Research done in-house.
Scott conducts all of the firm's research personally, using a proprietary analysis tool he built to evaluate markets and investments.
One point of contact.
You work directly with Scott, the person making the decisions, every time.
Fees and Minimums
Full details are in our Form ADV Part 2A, Item 5.
Investment Management
1.25% of account value per year, billed monthly in arrears. Fees may be reduced or waived at our discretion.
Financial Planning
$500 per hour. Comprehensive plans typically range from $2,500 to $15,000.
Third-Party Fees
Costs charged by others, such as the custodian's trading fees and the expenses of any mutual funds or ETFs you hold, are charged to your account in addition to our fee.
Minimum
We generally work with clients investing $1,000,000 or more, which we may waive at our discretion.
Ready to Simplify Your Wealth?
We don't use contact forms or email inquiries. New clients are welcomed through our waitlist, so every relationship begins with the time and attention it deserves.