RETIREMENT AND WEALTH
Success for the long run.
At Marshall+Sterling Wealth Advisors, we help you reach your long-term wealth goals by identifying those objectives from the start. And supporting you every step along the way. When it comes to your personal financial future, our wealth team works to help you both achieve and preserve what matters most to you.
Precise planning succeeds with precise tailoring.
What is important to you now? What may be important to you decades from now? Our first step to crafting a personalized investment solution is gaining insight into what matters to you.
Marshall+Sterling Wealth Advisors is a registered investment adviser with more than 150 years of combined industry experience. We work with individuals, families, trusts, and businesses to develop, implement, and maintain individualized investing and planning strategies to realize short- and long-term financial goals.
While we recognize every circumstance is different, and each experience unique, our one resolute core belief is that every client deserves the absolute best of what we have to offer.
Allow Marshall+Sterling Wealth Advisors to help bring clarity to your financial goals and identify how your money can reflect your values.
What We Do
Marshall+Sterling Wealth Advisors:
Our retirement and wealth capabilities.
Individual Financial Planning
Every circumstance is different, and each experience unique. We tailor our Focused Life Plan specifically for you and your situation, to help you take control of your financial picture and pursue your short- and long-term financial goals. Plans are managed, monitored and adjusted as life happens and priorities shift.
Wealth Strategies
What do you want to accomplish with your wealth? As your wealth grows, so too does its complexities and the resources needed to effectively manage it. We holistically review your estate plan in conjunction with your tax and legal advisors to advise on how to make strategic investment decisions.
Business Retirement Plan Solutions
Choosing the appropriate retirement plan option for you and your employees is an immense responsibility, and navigating the multitude of retirement plan options can be overwhelming. We offer comprehensive management and fiduciary oversight throughout every step of the process and across all plan stages.
Life Insurance/Long-Term Care Planning
We offer insurance solutions for individuals and business owners. Several members of our team hold life and health insurance licenses in addition to their professional financial designations. We help to ensure that you, your business, and its employees are protected.
Success starts with the right fit.
We recognize what an important and personal decision this is. Are we a good fit for you? You for us? Let us get to know one another.
Every Marshall+Sterling Wealth Advisors client relationship begins with a complimentary consultation. We have a strong emphasis on planning with our proprietary Focused Life Plan™ to map out a clear route to get you there. This includes a systematic look at 13 key areas of concern. Our Wealth Planner, working together with you and your personal advisor, will develop a comprehensive plan.
In this initial conversation, we’ll ask that you share with us your financial goals and investing history and we will educate you on our experience, offerings, and process.
Our holistic approach to investing engages a dedicated team of specialized wealth, planning, portfolio and tax professionals to ensure you receive comprehensive and personalized service.
As you continue on your financial journey, our professional Wealth Planning Team, in collaboration with our investment committee, closely watches and adjusts to the financial climate, making course adjustments.
Communication, transparency and education are pillars of our brand. We actively manage by engaging with our clients regularly and we encourage our clients to contact us. Whether you are nearing retirement or are just beginning your journey, we at Marshall+Sterling Wealth Advisors will honor our commitment to strive to help you reach your financial goals.
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.
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.
Check the background of your financial professional on FINRA’s BrokerCheck.
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.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
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.
Marshall+Sterling’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of the Firm’s website on the Internet should not be construed by any consumer and/or prospective client as Marshall+Sterling’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Marshall+Sterling does not provide tax or legal advice.
You should contact your tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. The Firm does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Marshall+Sterling’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly. Past performance is no guarantee of future results. Any subsequent, direct communication by Marshall+Sterling with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
For information pertaining to the registration status of Marshall+Sterling, please refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). For additional information about Marshall+Sterling, including fees and services, send for the Firm’s Disclosure Brochure using the contact information herein. Please read the Disclosure Brochure carefully before you invest.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Marshall+Sterling Wealth Advisors, Inc., a registered investment advisor. Marshall+Sterling Wealth Advisors, Inc. is a separate entity from LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, AR, CA, CO, CT, FL, GA, MD, MA, NJ, NM, NY, NC, PA, RI, SC, TN, TX, USVI, VA, WA, WI.
Copyright 2024 Marshall+Sterling Wealth Advisors, Inc.