Our Mission Statement


We are committed to helping our clients achieve their long-term financial goals and to provide wealth management strategies.  In today's fast changing landscape, it is necessary to have your wealth organized and working as effectively as possible.  As your wealth grows, life does not get simpler, it gets more complex.  We design financial strategies to help you achieve what is important to you.


Sterling Wealth is a cohesive team with a unified focus on client service.  We express this focus through the four cornerstones of our practice:

Trust - It is our desire to rise to the level of trusted advisor in your eyes.

Objectivity - We recognize that by putting your interests before ours, we both win.

Professionalism - We are committed to offering honest and educated advice.

Service - We strive to be courteous, responsive, and respectful at all times.