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Private Wealth Management

Our Private Wealth Management service is designed to help our clients simplify their financial lives and align their resources with their values. We focus on our clients’ five main areas of concern:

  • Investment Consulting

Protecting and growing investments

  • Wealth Enhancement

Employing creative tax strategies in the planning process

  • Wealth Transfer

Ensuring the transfer of wealth to future generations and charities in a smooth and efficient manner

  • Wealth Protection

Allowing clients to enjoy their financial resources while insulating their wealth from catastrophic loss

  • Charitable Giving

Helping our clients live generous lives while maximizing the benefits of philanthropic activities

Sterling Wealth Management delivers the wealth management experience by acting as our client’s Personal Chief Financial Officer, working with a sophisticated team of experts who specialize in their respective areas of knowledge. Our firm coordinates and manages the entire planning process, ensuring that all relevant financial issues are both integrated with the comprehensive plan and addressed individually in a timely fashion.