Sterling Wealth Management
Finance · Illinois, United States · 1-10 Employees
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Overview
Headquarters
301 N Neil St Ste 203, Champaign, Illino...Phone Number
(217) 398-1900Revenue
$6.9 MillionIndustry
About Sterling Wealth Management
Sterling Wealth Management is a personalized financial advisory firm that focuses on providing comprehensive wealth management solutions tailored to individual client needs. They specialize in serving women investors and high net worth families, offering consultative and fee-only services. The firm employs an evidence-based investment approach, grounded in market research, to ensure disciplined investment strategies. Sterling Wealth Management prides itself on treating each client as if they are the only one, emphasizing the importance of personalized service.Explore more
Sterling Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Sterling Wealth Managemen...
$6.9M
1-10
Private
-
2004
JK
Joshua KushnerWealth Advisor & Manager, Investments
Sterling Wealth Management Tech Stack
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Sterling Wealth Management is a personalized financial advisory firm that focuses on providing comprehensive wealth management solutions tailored to individual client needs. They specialize in serving women investors and high net worth families, offering consultative and fee-only services. The firm employs an evidence-based investment approach, gro... Read More
