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Our Solutions

At The Sterling Group, we provide tailored wealth management services to ensure our clients' financial plans align with their current and future needs. Our comprehensive approach offers a wide range of services, designed to meet individual goals and provide confidence in pursuing financial success. 

Financial Planning

Financial Planning

We believe that comprehensive wealth management requires a thoughtful ongoing integration of financial planning strategies into a client’s overall investment plan. We seamlessly integrate tax planning, charitable planning, estate planning and multi-generational wealth transfer into our ongoing investment management services. As your financial situation evolves or tax laws change, we offer tailored recommendations that aim to enhance the likelihood of achieving your financial objectives. 

We will work with your tax and legal professionals to identify appropriate strategies to help you address your goals and aspirations. Experience the confidence that comes from having a collaborative financial team committed to providing continuous support throughout your financial journey.

We recognize the importance of written financial planning as a vital process that empowers you to make well-informed decisions. Our fee-based financial planning services cater to those who desire a documented plan that captures their current financial situation and outlines various potential outcomes. 

For business owners and high-net-worth individuals or families, financial planning is crucial. Our team takes a strategic approach to crafting complex strategies that aim to preserve your wealth, minimize taxes and result in an orderly transfer of your assets to your intended beneficiaries.

Investment Management

Investment Management

We are guided by a belief in the power of long-term investment strategies. Our process starts by carefully selecting the right combination of investment assets, seeking optimal diversification while addressing costs. We take an active approach to monitoring your portfolio using a wide range of analytical tools and input from independent analysts.  

Our goal is to empower you to make wise investment decisions, free from the influence of fleeting market sentiments. With our experience and comprehensive approach, we aim to foster a sense of trust and emotional security in our clients. We are here to guide you, providing counsel and support, ensuring you remain focused on the long-term success of your investments.

Discover the confidence that comes from partnering with a team dedicated to your financial well-being. Explore our wide array of investment solutions and experience the meaningfulness that comes from making informed and prudent investment decisions. 

Contact us today to discover how our financial planning and investment management services can assist you in working toward your financial aspirations.

Educational Insights

Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.
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A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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Federal Income Tax

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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