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
Volatility returns as global risks rise
The S&P 500 finished the month of March down 5.0%, bringing year-to-date losses to 4.3%. There were very few places to hide, as 10-year Treasury yields rose from 3.96% to 4.32%, gold declined 11%, and international equities underperformed their domestic...
Risk awareness and diversification 2.0 taking root
The S&P 500 finished the month down 0.8%, bringing year-to-date returns to 0.7%1. During our Crystal Ball Outlook, we outlined 2026 as the year of “Risk Awareness and Diversification 2.0 (RAD),” calling for broader leadership across the market, not just within the...
Déjà vu starting to play out
“Déjà vu confirms a faithful path worth taking.”– T.F. Hodge Folks familiar with me know I like to use themes when discussing my economic and capital market views. I tend to view the economy (and much else in life) in a historical context. Why? Just because this is a...
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.
