Welcome to Sterling Oak Wealth Management

At Sterling Oak Wealth Management, our Goal is to Construct a Comprehensive Wealth Management Plan to Grow and Protect Assets and Generate a Lifetime Retirement Income.  Our Advice is Independent and is Derived from our Extensive Background in Portfolio Management, Wealth Management, and Financial Planning.

Our Mission is to Give our Clients Complete Sense and Order of their Financial Lives.  We Invest Conservatively for a Safe and Reasonable Rate of Return, and our Clients are Primarily High Net Worth Individuals and Families.

We Offer the Following Services:

Customized Portfolio Management Services
Audit, Analysis and Evaluation of Portfolios and Investment Managers
Retirement Planning
Financial Strategies
Insurance Reviews
Tax Planning
Retirement Income Planning
Estate Planning
Employee Benefits
Education Planning
Long-Term Care Planning

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