Sterling Wealth Solutions

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Rochester Hills, MI area, James McLellan will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Sapientia Private Wealth Management is a trusted financial advisory firm based in Rochester, MI, specializing in providing comprehensive wealth management services to successful individuals and families. With a focus on preserving wealth, managing risk, and minimizing taxes, their knowledgeable team offers personalized strategies for retirement planning, college planning, portfolio management, and business exit planning. Driven by their commitment to delivering an uncompromised level of personal attention, Sapientia Private Wealth Management takes a holistic approach to address every aspect of their clients' financial lives. Their experienced advisors, backed by professional designations and extensive expertise, provide insightful investment advice tailored to individual needs and goals, ensuring a secure and prosperous financial future.Generated from the website