Sterling Wealth Management

www.sterlingwealthmanagement.com

Sterling Wealth Management is a fee-only comprehensive wealth management firm that uses a consultative approach to financial and investment planning. This approach insists on collaboration with our clients to solve financial challenges and enhance their financial situation. Through a defined wealth management process, we provide counseling for a limited number of high-net-worth individuals and families. Providing exceptional client service is an uncompromising commitment in every facet of our work. We are tenacious in our delivery of this quality of service while striving to meet each of our clients’ highly individualized wealth management needs.

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Sterling Wealth Management is a fee-only comprehensive wealth management firm that uses a consultative approach to financial and investment planning. This approach insists on collaboration with our clients to solve financial challenges and enhance their financial situation. Through a defined wealth management process, we provide counseling for a limited number of high-net-worth individuals and families. Providing exceptional client service is an uncompromising commitment in every facet of our work. We are tenacious in our delivery of this quality of service while striving to meet each of our clients’ highly individualized wealth management needs.

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Country

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State

Illinois

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City (Headquarters)

Champaign

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Employees

1-10

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Founded

2004

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Chief Executive Officer and Co - Founder

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Operations Officer and Co - Founder

    Email ****** @****.com
    Phone (***) ****-****
  • Branch Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Dealer , Risk Management , Backoffice

    Email ****** @****.com
    Phone (***) ****-****

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