Team

Clients have utilized the services of Marshall & Sterling Enterprises, Inc., our parent company, to manage their risk involved in ownership of homes, automobiles, horses, planes, businesses and much more since 1864. Now, through Marshall & Sterling Wealth Advisors, Inc., we strive to continue this risk management through our advisory services.

Marshall & Sterling Wealth Advisors, Inc., a registered investment adviser, focuses on managing investments and the risk associated with the financial markets in an effort to help you pursue your investing goals. 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 and your account(s) deserve, we assign one advisor to work with each client to provide one consistent point of contact.

Marshall & Sterling Wealth Advisors works with families, individuals, trusts, businesses and not-for-profit organizations to create investing strategies for growth, growth & 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.

Successful career-oriented people – people who are busy working at their career or business, enjoying retirement, raising their children or caring for their elderly parents – can leverage the experience that Marshall & Sterling Wealth Advisors provides to ensure that their money receives the same attention that the safeguarding of their other valuable assets. When your circumstances change, we will provide your family’s investment portfolio with the attention required in our efforts to ensure that your account holdings continue to be properly diversified in accordance with your present situation.

We are a fee-based registered investment adviser. This helps to ensure that your goals and interests are aligned with our goals and interests. Marshall & Sterling Wealth Advisors does not receive commissions, loads or sales charges when we trade investments. We do not work for or receive compensation from any broker/dealer or investment company. You are our client, and our job is to always act in your best interest. We believe Marshall & Sterling is big enough to carry weight with nationally renowned custodians and to access investment vehicles that may be “closed” to other investors, yet small enough to be responsive to you, our valued client.

Carefully crafted and well-planned family and financial goals are always important. Marshall & Sterling Wealth Advisors utilize open and ongoing communication to coordinate your investment portfolio and build financial confidence.