Sterling Portfolio Managers
Sterling Portfolio Managers LLC was founded in January 2014 out of a perceived need in the market to provide fair advice and help people meet and manage their financial needs around retirement, investments, and estate planning. Founder Mark E. Lawrence, brings more than 20 years of experience gained from work with prestigious financial firms and has built an educated, experienced team with years of experience in financial, legal, and client services.
As a truly independent financial services firm, Sterling Portfolio Managers aims to provide advice based solely on each individual client, and builds portfolios on specific needs and risk tolerance. Clients can expect personalized attention as their portfolio strives to grow and adapt to life’s ever-changing circumstances. At Sterling Portfolio Managers, success is measured by striving to meet every goal of every client.
Specialties of the firm include:
- Retirement planning
- Estate planning
- Education planning
- Wealth management
- Life insurance
Our firm is dedicated to serving clients in new and innovative ways. Our passion for the financial market, coupled with a broad perspective, gives us an edge to help people work towards meeting their financial needs holistically.