Focus on Value, because

most investors focus on

outlook and trends

 

Sterling Private Wealth is an independent, niche wealth management and consulting business that provides focused, holistic wealth management advice to entrepreneurs, corporate executives and retirees.

Human at Heart

 

ABOUT US

 

We believe in building ever stronger relationships to push the boundaries of possibilities for our clients.

 

We provide focused holistic wealth management advice and services to entrepreneurs, corporate executives and retirees. We do this by fostering strong relationships with our clients, keeping the idea of being human at heart.

 

CORE PRINCIPLES

 

Our wealth management strategy relies on six key business principles, all important in nurturing a mutually-beneficial long-term relationship. We consider the following key values to be the foundations of our business:

 

• A two-way partnership with our clients

• Personal interaction

• As simple as possible, as complex as necessary

• Cost-containment

• Long-term relationships

• Independence

 

 

 

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