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Wealth Management | Sterling Financial Partners
703-726-1313
ASHBURN, VA

Wealth Management

Wealth Management

 

Sterling Financial Partners offers comprehensive, integrated financial planning and wealth management services. Our clients benefit from the extensive tenure of the firm’s Wealth Managers, many of whom have experience in the areas of financial planning, asset management, investment brokerage, and insurance.  Each client works closely with Sterling Financial Partners entire staff in the areas of investment, tax, estate, and insurance. This team approach supports our founder in designing sophisticated financial strategies utilizing various financial planning tools. 

         
Planning 101 

Our Planning101 approach begins with developing a customized strategy for each client’s current financial situation and financial goals.  Our wealth management team searches the investment spectrum for investment solutions for the client.   This process provides our clients with a customized strategy and investment mix.

  Consideration for Taxes

We recognize aside from market performance, taxes and fees will have the largest impact on the success of your investment strategy.  Any strategy should be carefully implemented and monitored with a consideration for taxes both today and tomorrow.

Our investment team analyzes each client’s portfolio and makes recommendations for allocating investments  for the most tax-efficient solution.

SFP does not provide tax advice. Always consult your tax advisor.

  Fee-Sensitive Approach

Sterling Financial Partners has a fee-sensitive approach to implementing our R.I.S.K. Blueprint.  By using a combination of fee-based and insurance-based products, clients can design an investment portfolio that is sensitive to Investment Advisory Fees.  Our investment team oversees your entire R.I.S.K. Blueprint as part of a coordinated retirement solution across all business lines.

         
         
Coordination with Outside Consultants

Sterling Financial Partners collaborates with management consultants, attorneys and CPAs to assist in the continuity of financial planning and investment management.  Collaborating with others helps us offer our clients a diverse and well-rounded client experience.

  Independent Third-Party Custodians

Sterling Financial Partners uses independent third-party custodians to hold client’s investments.  These custodians work to provide safekeeping of these investments and a high level of customer service and reporting.

  Wide Array of Investment Solutions

We offer our clients a variety of investment solutions for investors and portfolios of all types and sizes including fee-based services, brokerage services, insurance, and annuities.

 

Financial Planning

 

Sterling Financial Partners team can provide clients with retirement planning, education planning, charitable giving, tax planning, and wealth transfer planning.

     
For Business Owners

  • Retirement Plan design and oversight
  • Succession Planning
  • Investment Management
  • Access to Institutional Investment Solutions
  • Alternative Investments
  • Concentrated Stock/Employer Stock Strategies
  • Private Client Portfolios
  • Tax Strategies
  • Defined Contribution Plans
  • Employee Education in the Workplace
For High Net Worth Individuals

  • Access to Institutional Investment Solutions
  • Alternative Investments
  • Concentrated Stock/Employer Stock Strategies
  • Private Client Portfolios
  • Tax Strategies
For Plan Sponsors

  • Defined Contribution Plans
  • Employee Education in the Workplace

 

Comprehensive Retirement Solutions

 

Sterling Financial Partners offers integrated financial planning and wealth services to our clients. Each client works closely with Sterling Financial Partners entire staff in the areas of investment, tax, estate, and insurance. This team approach supports our founder in designing sophisticated financial strategies utilizing various financial planning tools. Sterling Financial Partners works with management consultants, attorneys, and CPAs to assist in the continuity of financial planning and investment management. Collaborating with others helps us offer our clients a diverse and well-rounded client experience.