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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. We have a deep, personal interest in the lives of our clients. New relationships are considered only after we have determined that we can add substantial value in helping our clients achieve everything that is important to them. Therefore, our goal is to enter only into long-term mutually beneficial relationships that are expected to be lifelong or multi-generational.
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