Why Choose Us?
Your Trust Matters
While many financial professionals can provide investment advice, trusted relationships can be harder to find. At Sterling Portfolio Managers LLC, we are committed to providing a high level of service that stands apart from the rest. We believe our clients benefit from:
Advisors working for wirehouses are typically tied to proprietary products and have quotas to meet. This could lead to conflicts of interest, meaning that what they are recommending may not be the best option available for the client. As an independent firm, we are autonomous from any product carrier or Wall Street firm and have the freedom to choose from a wide range of services. We offer clients objective advice and strategies aligned with their best interests.
Our team shares several decades of combined experience in the financial services industry. We have navigated multiple market climates and learned how to weather the storms.
We believe people like to work with people who treat them like family. We enjoy working closely with our clients for the long-term, helping them stay on track as they pursue their financial goals. Our greatest passion is guiding them through the many milestones of life and playing an important role in their lives.
A Personalized Approach
From the first meeting, we take the time to get to know each client on a personal level. We listen to their goals and dreams, and craft strategies that reflect their objectives. By addressing their short-term and long-term goals, we aim to develop a comprehensive strategy that grows with them through the many stages of life. As they follow their personal financial roadmap, we offer advice along the way, helping them pursue their retirement dreams.
We seek to stay in frequent contact with clients, updating them regularly on their plan’s progress and portfolio performance. We pride ourselves on the fact that clients can easily get in touch with us, whether it’s by email, phone, or a visit to the office.
Education is key to making informed and confident decisions. Rather than only provide financial strategies, we want our clients to understand their strategies and portfolios, including the reasoning behind our recommendations. We seek to inspire them to take an active role in their financial life.