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Our Firm. Our Commitment. Our Services. Our Team.
 

Why Work With Us?

It’s important to work with a financial advisor you can trust. We are committed to providing a high level of service that stands apart from the rest.

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What We Offer

We work closely with our clients to define realistic objectives and create a customized financial strategy that addresses their personal needs.

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Join Our Team

We are looking to expand our team with diverse professionals who share our commitment to providing a high level of integrity and service.

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Advice For Today. Planning For Tomorrow.

With something as personal as your finances, it’s important to work with an advisor you can trust and with whom you want to work for the long-term. After all, building a financial strategy is not a one-time event; it is an ongoing process that requires adjustments as your life or objectives change. At Sterling Portfolio Managers LLC, we seek to fill this role in your life. We want to earn your trust. We want to become your financial advisor for life.

As an independent firm, we provide truly tailored investment portfolio solutions and retirement planning strategies, so you can focus on the other important things in life. Our mission is to provide the objective guidance and advice you need today to plan for tomorrow, whether you are expanding your family, changing career paths, or transitioning into retirement.

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Helpful Content

Put It in a Letter

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A letter of instruction provides additional and more personal information regarding your estate.

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The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Revising Estate Strategy Assumptions

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Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.