Our Story
Sterling Wealth Management
We’re an independent wealth advisory firm with more than 50 years of combined financial services experience. We’re committed to delivering world-class client service that exceeds your expectations.
Our Story
Passion + Partnership = Sterling
A deep passion for finance has driven the journey to create Sterling Wealth Management. This journey has been shaped by teamwork, collaboration, and the support of our RIA/broker-dealer Commonwealth Financial Network®, which enables independent advisors like us to effectively meet our clients' needs.
Sterling Wealth Management embodies the essence of passion meeting partnership—through the collaborative efforts of our team over the years, our relationships with clients, and our commitment to the Wilmington community.
Our History
Sterling Wealth Management was founded in 2010, but our roots go deeper than that. Our team has more than 50 years of combined experience in the financial services industry.
We believe that experience matters, and we have the knowledge, insight, and perspective to help you make well-informed decisions and guide you on your journey to greater financial confidence.
Let’s Connect
We offer total transparency and constant communication to keep you informed and on track toward your goals. Let’s start the conversation today.