Sterling Wealth Management

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

1470 E 35th St, Brooklyn, New York, 1123...

Phone Number

(718) 677-6869

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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About Sterling Wealth Management

Sterling Wealth Management, LLC is an independent financial strategy and wealth management firm focused on helping clients preserve principal and optimize returns. They offer unbiased investment management and financial planning services tailored to individual client circumstances, ensuring objectivity by refusing commissions from product sales. The firm employs a disciplined asset allocation strategy to create diversified portfolios that align with clients' financial goals and risk tolerance. Their comprehensive financial planning includes retirement, estate, education funding, and tax planning, with a holistic approach to achieving clients' overall financial objectives.Explore more
Popular SearchesSterling Wealth Management LLCSterling Wealth ManagementThe Sterling Wealth Group LLChtmlSterling Wealth3 Sterling LLCSIC Code 62,628NAICS Code 52,523Show more

Sterling Wealth Management Org Chart

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Compare Similar Companies to Sterling Wealth Management

Compare insights from companies similar to Sterling Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sterling Wealth Managemen...

<$5M
1-10
Private
-
2004
EA
Elchanan AbramowitzFounding Principal
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2006
JM
Jennifer MurphyFinancial Planner
<$5M
1-10
Private
-
2012
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sterling Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sterling Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sterling Wealth Management.

Sterling Wealth Management Tech Stack

A closer look at the technologies used by Sterling Wealth Management

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Frequently Asked Questions Regarding Sterling Wealth Management

What is Sterling Wealth Management's official website?
Sterling Wealth Management's official website is www.sterlingwm.com
What is Sterling Wealth Management's Revenue?
Sterling Wealth Management's revenue is <$5 Million
What is Sterling Wealth Management's SIC code?
Sterling Wealth Management's SIC: 62,628
What is Sterling Wealth Management's NAICS code?
Sterling Wealth Management's NAICS: 52,523
How many employees does Sterling Wealth Management have?
Sterling Wealth Management has 1-10 employees
What industry does Sterling Wealth Management belong to?
Sterling Wealth Management is in the industry of: Finance, Securities Trading
What is Sterling Wealth Management competition?
Sterling Wealth Management top competitors include: Core Wealth Management, Advanced Portfolio Design, Poulos Advisors, Stockade Wealth Management
What technology does Sterling Wealth Management use?
Some of the popular technologies that Sterling Wealth Management uses are: goo.gl, WordPress.org, PHP, Sucuri WAF
How do I contact Sterling Wealth Management?
Sterling Wealth Management contact info: Phone number: (718) 677-6869 Website: www.sterlingwm.com
What does Sterling Wealth Management do?

Sterling Wealth Management, LLC is an independent financial strategy and wealth management firm focused on helping clients preserve principal and optimize returns. They offer unbiased investment management and financial planning services tailored to individual client circumstances, ensuring objectivity by refusing commissions from product sales. Th... e firm employs a disciplined asset allocation strategy to create diversified portfolios that align with clients' financial goals and risk tolerance. Their comprehensive financial planning includes retirement, estate, education funding, and tax planning, with a holistic approach to achieving clients' overall financial objectives.Read More

Is Sterling Wealth Management a public company?
Sterling Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Sterling Wealth Management

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