Sterling Wealth Management
Sterling Wealth Management is a fee-only comprehensive wealth management firm that uses a consultative approach to financial and investment planning. This approach insists on collaboration with our clients to solve financial challenges and enhance their financial situation. Through a defined wealth management process, we provide counseling for a limited number of high-net-worth individuals and families. Providing exceptional client service is an uncompromising commitment in every facet of our work. We are tenacious in our delivery of this quality of service while striving to meet each of our clients’ highly individualized wealth management needs.
7-day free trial · no credit card
Verified contacts
13
available on Kipplo
LinkedIn employees
14
1 to 10 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
0
tools in use
Monthly traffic
57
organic / mo
Sign up free to see all 13 verified contacts at Sterling Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- JA
Joshua A. Kushner
Wealth Advisor Investments Manager · Finance & Accounting
EmailPhone - SE
Seth Elam
Wealth Advisor · Finance & Accounting
EmailPhone - AT
Aimee Thomas
Client Services Coordinator · Customer/Client Service
EmailPhone - MS
Mark Stephenson
Financial Advisor · Finance & Accounting
EmailPhone - SA
Sharon Allen
- - · Other
EmailPhone
Showing 5 of 13 verified contacts
Top roles at Sterling Wealth Management
10 distinct titles indexed · top 10 shown.
- 3associate wealth advisor
- 2financial advisor
- 1- -
- 1client service coordinator
- 1client services coordinator
- 1coo and co-founder
- 1customer service specialist
- 1director of client services
- 1wealth advisor
- 1wealth advisor investments manager
Sign up to unlock all 13 contacts at Sterling Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 13 verified contacts at Sterling Wealth Management
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.