Sterling Wealth Management
www.sterlingwealthmanagement.comSterling 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.
Read moreSterling 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.
Read moreCountry
State
Illinois
City (Headquarters)
Champaign
Employees
1-10
Founded
2004
Estimated Revenue
$1,000,000 to $5,000,000
Social
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Chief Executive Officer and Co - Founder
Email ****** @****.comPhone (***) ****-****Chief Operations Officer and Co - Founder
Email ****** @****.comPhone (***) ****-****Branch Manager
Email ****** @****.comPhone (***) ****-****Dealer , Risk Management , Backoffice
Email ****** @****.comPhone (***) ****-****
Technologies
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