STERLING WEALTH MANAGEMENT

Overview

Sterling Wealth Management is an independent registered investment adviser operating as a limited liability company that serves a small roster of high-net-worth individuals, families and select small-business clients. The firm’s advisory mandate centers on financial planning and discretionary portfolio management, with a clear preference for publicly traded equities and exchange-traded funds as the primary building blocks of client portfolios. Business lines listed alongside the advisory practice include real estate brokerage and accounting, which can shape the firm’s advice on client liquidity, property transactions and tax-sensitive planning. Fee arrangements are flexible: the firm uses asset-based fees but also offers hourly and fixed-fee engagements, which fits a practice that combines ongoing portfolio management with project-based planning and consulting. Sterling is not listed as an active ESG investor and does not describe itself as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices