Capital Defender Advisors

The Serve & Protect team takes great pride in helping first responders protect and preserve their wealth; their legacy is a responsibility we do not take lightly. We understand the needs of first responders because we have been first responders. Our customized planning can help you build a strategic plan that ensures both your long-term and short-term financial goals and needs. We also understand that no two police officers and/or firefighters financial needs are exactly the same. We know your financial plan needs to be geared specifically to your desires and goals.

Rick’s philosophy is that the people he brings into his practice need to have the value of life and family. Working so closely with his clients he understands that in certain times they and their families will reach out to him for assistance, so this relationship must be strong and enduring. What he is there to do is to help bring about a person’s highest objectives. Rick’s philosophy is that the people he brings into his practice need to have the value of life and family. Working so closely with his clients he understands that in certain times they and their families will reach out to him for assistance, so this relationship must be strong and enduring. What he is there to do is to help bring about a person’s highest objectives.

At SterlingWyatt, we approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while identifying the protection, investment and tax strategies to help pursue your goals. To us, you’re not just a number or one portfolio of many. You're our priority, and we have built our firm around helping you succeed.