Services

Marshall & Sterling Wealth Advisors, Inc. focuses on managing investments in an effort to help you address your investing goals as well as live a comfortable retirement. To continue Marshall & Sterling’s heritage of putting the best interest of each and every client first and to ensure that you receive the personal attention that you deserve, we assign one advisor as a consistent point of contact. Marshall & Sterling Wealth Advisors works with families, individuals, trusts, business and not-for-profit organizations to create investing strategies for growth, growth and income, capital preservation and income. Whether you are saving for retirement or using your assets to draw an income in retirement, we honor our commitment to strive to help you reach your financial goals.

• Portfolio Management
• Wealth Planning
• Retirement Plans
• Estate Planning
• Pension Plans
• Risk Management Resources
• Life Insurance For Individuals And Groups
• Disability Insurance For Individuals And Groups
• Long-Term Care Insurance For Individuals And Groups

Marshall & Sterling believes that investment diversification is a critical tool to manage total return and to effectively manage risk. Therefore, all of Marshall & Sterling Wealth Advisors’ model portfolios are diversified across multiple asset classes. Under normal market conditions, Marshall & Sterling Wealth Advisors favors a balanced investment style, meaning that our clients’ accounts will normally have exposure to both equity and bond securities. Contact us today for a no-cost review of your portfolio and to discuss your financial goals.

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.