Wealth Strategies
Gain the knowledge and insights of a trusted partner.
Marshall+Sterling Wealth Advisors offers professional investment management services that help you reach your life’s goals.
Our three step investment strategy process.
We utilize a disciplined and transparent investment process focused on three critical factors that provide a diversified, risk managed, and client-focused strategy, whether you are looking to grow and protect what you have earned or plan for retirement.
Discover
1
We use an in-depth discovery process to understand your values, goals and priorities.
Strategize
2
We create a road map to follow—a customized strategy based upon where you stand today and where we strive to get you in the future.
Advance
3
We provide clear and comprehensible investment recommendations that yield optimal options for you.
Distinctive capabilities that help enable your success.
- We help you manage your investments with a team approach that allows for specialization and a tailored client-first focus.
- We utilize a clear investment framework that is research-based and risk-managed, creating multiple strategies for our clients’ stated goals and needs.
- Our culture of collaboration leverages a suite of comprehensive resources to proactively support you and your investments.
Service excellence in service to you.
- We help you stay focused on your goals by continuously monitoring and communicating with you so you can adapt to shifting market conditions when needed.
- Active listening to our clients helps us prepare you for the uncertainties of life.
- Our team is dedicated to continued education and learning to help bring you the recommendations you need to make decisions about your wealth strategy.
We’re here to help you reach your financial goals.
Learn how Marshall+Sterling Wealth Advisors can support you in achieving and protecting what matters most. Reach out to us today to learn more.
Other solutions from Marshall+Sterling.
Business Insurance
Marshall+Sterling can help you analyze and assess your risk, delivering custom solutions to help you protect your business.
Personal Insurance
Whether for your home, auto, RV, or life and health, we have solutions to protect you from whatever life throws your way.
Employee Health and Benefits
We provide our clients with a wide array of choices for cost-competitive programs throughout the insurance industry.
Equine, Farm, and Ranch Insurance
Our Equine Division specializes in personalized plans that encompass a full range of equine, farm, and ranch insurance coverage.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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Marshall+Sterling Wealth Advisors, Inc. (“Marshall & Sterling” or the “Firm”) is a registered investment adviser with its principal place of business in the State of New York. Marshall+Sterling may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
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