Our Approach

When you purchase a plane ticket, you trust your pilot has mapped out a clear flight plan prior to departure. Then during your flight, he or she is prepared to adjust accordingly for any changes in conditions, by communicating with and supported by a team on the ground, as well as in the air. With a clear destination in mind and careful preparation, along with the ability to adjust to changing conditions, you arrive as planned.

Our approach to wealth management mirrors this process.

Before we begin your journey, your personal advisor will take the steps to learn where you stand today and where you would like to go. Your personal advisor will understand both before we “depart”.

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.

As your financial journey ensues, our professional Wealth Planning Team, in collaboration with our investment committee, closely watches and adjusts to the financial climate, making any necessary course adjustments.

Our team, including our efficient and well-organized support staff, is here to help you map out a smooth and direct route to get you to your desired financial destination.

Our “flight plan” if you will, includes the following comprehensive offerings:

Portfolio Management
Wealth Planning
Estate Planning
Risk Management Resources
Personal Insurance
Retirement Plan Design Assistance

Navigating your financial journey with our team backs you with over 100 years of combined experience in the financial industry with Marshall & Sterling Wealth Advisors, Inc.