A purpose-driven team for your financial life

You want to put your resources to work – for your family, community and generations to come. With a Certified Financial Planner professional to help you map out the way forward, you can gain confidence in forging ahead. The Sterling Wealth Services team can help guide you to and through retirement, creating a personalized financial plan that aligns your resources with your values and goals.

We want to guide you in living with purpose and heart, and we make it our mission to be a good steward of resources who will be by your side for the long term. Our values shine through in our dedication to providing a truly personal client experience.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.


“We do not truly see light, we only see slower things lit by it, so that for us light is on the edge – the last thing we know before things become too swift for us.”
C.S. Lewis