Where your goals become our mission.
We know each of our clients is on a unique financial journey and deserves an individualized solution. We make it our priority to listen and understand your goals in order to develop a wealth plan customized just for you. Our reputation is built on both delivering an unsurpassed level of care and our unwavering commitment to do so.
Locally Owned, Locally Trusted
As members of the Blue Water community, we value long-term relationships and the trust placed in us. At Sterling Private Wealth, we dedicate ourselves to helping you reach your personal wealth goals. Whether you are planning for retirement, navigating unexpected life events, or seeking the right investment strategies for your current life phase, we are here to help. Trust us to use our expertise to your advantage.
Our Services
Sterling Private Wealth is powered by Mariner, allowing us to leverage the expertise of seasoned professionals in the areas of tax, trust, estate planning, investments, retirement planning, and insurance. Additionally, Mariner’s support in technology, compliance, and operations allows us to focus more on what truly matters – building strong, lasting relationships with you.
Insights
A Roller Coaster Start to 2025 — Time to Regroup for the Second Half
“Knowledge speaks, but wisdom listens,” said legendary guitarist Jimi Hendrix—a fitting reminder as we reflect on the wild ride that has been the first half of 2025. It turns out we were quite serious when we discussed the likely virulent swings in policy rhetoric out...
Avoid Whiplash! Sharp Rally Highlights Importance of Balanced Positioning
As management theorist and author Peter Drucker said, “The greatest danger in times of turbulence is not the turbulence, it is to act with yesterday’s logic.” April saw a whirlwind of surprising news flow causing investors to suffer a commensurate roller coaster ride...
Respect Rising Risk and Volatility, but Hold Your Ground
Stock price behavior felt a little crazy in March, sort of like the madness of a recent college basketball tournament, as the S&P 500 index declined in price by roughly 5.8% for the month and the tech laden Nasdaq composite index price was off roughly 8.2%.1 It...
Meet Our Team
We founded Sterling Private Wealth with the purpose of delivering a focused, client-first partnership. Using our combined strengths, we strive to bring you personalized service and recommendations that fit your wealth management goals.
