Advisory Services

At Sterling Wealth Management, you can choose the level of advisory service that is best suited for you. Our advice is tailored to your unique needs, considering your risk tolerance, return objectives, time horizon, and income requirements to help you achieve your financial goals.

Wealth Planning

Manage your wealth with confidence and clarity.

Through our custodian, Fidelity Investments, and as an Investment Adviser Representative (IAR) of Sigma Planning Corporation (RIA) (Registered Investment Advisor), Sterling Wealth Management’s Wealth Planning Service offers professional portfolio management. We invest in individual securities and recognized mutual funds and selected exchange-traded funds (ETFs) managed by industry leaders such as Invesco, American Funds, Vanguard, and others.

We offer the following levels of advisory services:

Wealth Management

Assets under $250,000

  • eMoney foundational client access
  • Riskalyze risk tolerance assessment
  • Investment strategy
  • Insurance strategy
  • Semi-annual account reviews
  • Qualified account management
  • Account consolidation
  • Investment portfolio management
  • Retirement income distribution strategy

Wealth Planning and Management

Assets greater than $250,000

  • Comprehensive Financial Plan
  • eMoney advanced client access
  • eMoney advanced planning model
  • Riskalyze risk tolerance assessment
  • Riskalyze portfolio composition reporting
  • Riskalyze portfolio stress testing
  • Investment Planning
  • Estate Planning
  • Tax Planning
  • Insurance Planning
  • Income Planning
  • Account consolidation
  • Quarterly account reviews
  • Qualified Account Management
  • Required minimum distribution management

The Sterling Wealth Management Advantage

Partnering with Kyle Kay, CFP®, AIF®, and Sterling Wealth Management provides you with a trusted advisor dedicated to your financial success. Our disciplined, client-centered approach delivers:

Clarity:

A clear, customized investment plan aligned with your goals.

Confidence:

Assurance that your investment objectives are reflected in your portfolio risk and tax strategy.

Personalized Guidance:

Expert advice from Kyle Kay, CFP®, AIF®, who brings professional experience and a commitment to your financial well-being.

By working with us, you gain a partner who simplifies the complexities of investment planning, empowering you to achieve your financial goals with confidence.

Ready to get started?

Schedule a Meeting