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.
We have a deep, personal interest in the lives of our clients. New relationships are considered only after we have determined that we can add substantial value in helping our clients achieve everything that is important to them. Therefore, our goal is to enter only into long-term mutually beneficial relationships that are expected to be lifelong or multi-generational.
Providing exceptional client service is an uncompromising commitment in every facet of our work. We are tenacious in our delivery of this quality of service while striving to meet each of our clients’ highly individualized wealth management needs.
The Right Fit
Sterling Wealth Management is a good fit if:
• You prefer a boutique, personal firm
• You want to work directly with the senior professional making the investment decisions
• You need a sophisticated, customized wealth management plan that is created from scratch and based on your specific needs and important financial concerns
• You want a personal Chief Financial Officer that can coordinate your complex financial affairs
• You insist on a transparent process with no hidden relationships, no corporate ties, and no concealed fees
We invite you to explore what working with Sterling Wealth Management would mean for you and your family. Please contact us at 217-398-1900 or 800-660-0115 for an introductory meeting to review your current plan and discuss your personal needs.