Sterling Wealth Management
Financial Services
301 N Neil St
15 employees
- Employees
- 15
- Contacts
- 3
- Emails
- 3
Sterling Wealth Management Overview
- Headquarters
- 301 N Neil St
- Website
- sterlingwealthmanagement.com
- Industry
- Financial Services
- Employees
- 15
- Founded
- 2004
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Sterling Wealth Management
Sterling Wealth Management is a fee-only comprehensive wealth management firm that uses a consultative approach to financial and investment planning. This approach insists on collaboration with our clients to solve financial challenges and enhance their financial situation. Through a defined wealth management process, we provide counseling for a limited number of high-net-worth individuals and families. Providing exceptional client service is an uncompromising commitment in every facet of our work. We are tenacious in our delivery of this quality of service while striving to meet each of our clients’ highly individualized wealth management needs.
Sterling Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
Sterling Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Aimee Thomas | Client Service Coordinator at Sterling | Champaign, Illinois, United States |
Email
|
| Sharon Allen, Cfp®, Ctfa | Ceo/co-founder, Sterling Wealth | Champaign, Illinois, United States |
Email
|
| Daly C Andersson, Cfa, Cfp® | Wealth Advisor |
View
|
|
| Chad Ludwig | Financial Advisor at Sterling Wealth | Louisville, Kentucky, United States |
Email
|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
Associate / junior
1 profile
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