Sterling Wealth Management

Sterling Wealth Management is a firm that was started with a vision to be a beacon of light in the financial services industry. We are devoted to elevating the conversation around true wealth, client service, and technical excellence. Our mission is to help our clients change their world, and we work tirelessly to ensure that this is a reality.

As a firm, we specialize in working with affluent families and individuals, and we serve as their personal chief financial officer. We help our clients create tailored financial plans to guide them through life's transitions, such as transferring wealth to the next generation, loss of spouse, divorce, retirement, job changes, or sale of a business.

The Sterling Difference

At Sterling Wealth Management, we believe that our clients matter to us, and we treat them as if they are our only client. We work collaboratively with our clients, and we offer solutions that are unique to their needs. As personal financial consultants, we create a dynamic and comprehensive wealth management plan that is tailored to our clients' needs.

We are thought leadership collaborators and recognized experts working with women investors and high net worth families. We provide research and insights to the industry and are committed to being education and insight providers.

Sterling Investing

Our investing approach is based on the evidence of market research. We believe in an evidence-based approach that is Nobel Prize winning and helps us to remain disciplined in any market. Our investing approach is built on a firm belief structure that guides our investment decisions.

Sterling Team

Our team is made up of experienced professionals who are passionate about helping our clients achieve their financial goals. Sharon Allen, CFP, CTFA - CEO & Co-Founder, is a certified financial planner and a thought leader in the financial services industry. She is committed to creating, growing, and stewarding the Sterling Community, which includes our clients, Sterling team members, and each client's unique team of professional advisors both in and outside of our firm.

Martin Allen - COO & Co-Founder, is an entrepreneur who is passionate about building something tangible from just a tiny idea. He utilizes his experiences in real estate and technology to create an infrastructure that allows our firm to grow efficiently and meet our clients' needs.

Our Process

At Sterling Wealth Management, we follow a consultative and fee-only approach. We offer a dynamic and comprehensive wealth management plan that is tailored to our clients' needs. Our process is designed to help our clients achieve their financial goals, and we work closely with them to ensure that their plan is implemented successfully.

Resources & Research

We are committed to providing our clients with the resources and research they need to make informed financial decisions. We believe that education and insights are essential to making informed decisions, and we provide our clients with the tools they need to achieve their financial goals.

In conclusion, Sterling Wealth Management is a firm that is dedicated to helping our clients change their world. We offer a dynamic and comprehensive wealth management plan that is tailored to our clients' needs. Our team of experienced professionals is committed to providing our clients with the resources and research they need to make informed financial decisions. We believe in an evidence-based investing approach that is Nobel Prize winning and helps us to remain disciplined in any market.