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.
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.
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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.
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.
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