The Sterling Group exists to provide comprehensive wealth management to its clients. Providing fee-based financial planning and investment management is at the core of that effort. Overseeing our clients' assets requires the skill and knowledge of people with legal, tax, economic, and market analysis capabilities.* We have built a team of professionals with just those qualifications.
Striving towards long-term success in creating and attaining financial goals requires more than just investment management. It requires formulating and executing a comprehensive financial strategy—a strategy that combines all the considerations that have a role in your financial and personal life. For many of our clients, these considerations include retirement planning, tax planning, estate planning and insurance protection. There is a close and complex interplay between these factors, all of which must be considered simultaneously in order to seek the optimal result.
The Sterling Group assists clients in formulating and implementing complex wealth management strategies. Our organization was created in response to a demand for comprehensive financial counsel that was objective, professional and personalized. Our success in pursuing these goals is reflected in the continuity of our clientele, and the fact that we have been serving some families for three decades.
* The Sterling Group and LPL Financial do not provide legal or tax advice or services. Please consult your legal or tax advisor regarding your specific situation.
*The Advisor does not attempt to furnish personalized investment advice or services through this website.