Sterling Wealth Management

    We’re an independent wealth advisory firm with more than 75 years of combined financial services experience. We’re committed to delivering world-class client service that exceeds your expectations.

    Our History

    Sterling Wealth Management officially began in 2010, but our roots go deeper than that.

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    Bruce's Experience

    Bruce fell in love with finance in college, and he’s been a financial advisor for 35 years.

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    Bert's Experience

    Bert spent several years in banking. He’s been in finance for 35 years.

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    Lori's Experience

    Lori has more than 20 years of 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.