A complete list of active advisors currently associated with Sterling Wealth Management
Warmer can help you find a great advisor at Sterling Wealth Management or one who fits your needs even better.
Sterling Wealth Management provides discretionary portfolio management and financial planning primarily to high-net-worth individuals, trusts, estates, and a small number of institutional clients, including investment company clients. The firm constructs written Investment Policy Statements for each client and recommends a range of instruments such as U.S. equities, mutual funds, fixed income, real estate funds, private placements, and other alternative investments. The firm’s investment process uses a mix of fundamental, quantitative, technical, cyclical, and charting analysis and may implement long- and short-term trading strategies. It routinely employs margin/borrowing, options, and other derivatives in client accounts and conducts monthly account reviews as part of ongoing portfolio oversight. What distinguishes the firm from many peers is the advisor’s concurrent business activities: the principal maintains a licensed real estate brokerage and a management services/accounting business that can result in offering commissionable real estate services or administrative/bookkeeping arrangements to clients, creating potential conflicts of interest that are disclosed in the brochure. The firm also operates with a small number of clients and accepts certain institutional and investment-company clients while using leverage and derivatives in separately managed accounts—features that are relatively uncommon among independent advisers.
To learn more about the advisors currently working at Sterling Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Las Vegas, NV
| 8
|
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