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Tailored Investment Strategies

The primary focus of the Investment Committee at Marshall & Sterling Wealth Advisors, Inc. is to build diversified portfolios that strive to help our clients meet their investing goals.

Our clients receive personalized investment management advice. Our firm has the full capacity to put that advice into action for our clients through discretionary management.

Marshall & Sterling Wealth Advisors use our research capacity to its fullest extent to construct a tailored investment strategy for you. Our Investment Committee meets regularly to review each portfolio in an effort to ensure that the investments are aligned with the investment objectives and that our team has utilized our research to position investments in seeking to take advantage of the growth opportunities that we foresee as well as to account for protection for market and economic volatility. In doing so, we aim to avoid the peaks and valleys that frustrate do-it-yourself investors.

As a Securities and Exchange Commission Registered Investment Advisor, Marshall & Sterling Wealth Advisors has a fiduciary duty to you to act in your best interests. 


No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.