Become a Client
Our clients are primarily business owners, self-employed professionals and and key executives of major corporations. They are financially successful, experienced, and prudent investors with an average net worth of $1,500,000, and minimum investable assets of $500,000.
While each of our clients is different, they all have one thing in common: they want unbiased financial and investment advice from experienced professionals. Our clients look to Sterling Financial Partners to help preserve their capital and provide real growth in their portfolios after taxes and inflation. They have worked hard for their money and want us to help preserve and enhance their financial independence.
No matter what stage in life you are, we’re here to help get you to the next level. We can provide a customized financial plan to meet your goals and needs.