SpringWood Financial Consultants

HistoryOver the years, we've witnessed a shift in the industry. Rather than focusing on a client's personal needs, it seems that many advisors and large firms are concerned with making sales or fitting clients into a model portfolio. However, no two people are the same, and we believe their financial strategies should reflect their unique situations and individual goals. With over 25 years experience at Sterling Portfolio Managers LLC, we formed our firm with the desire to help individuals and families develop personalized financial and investment strategies that can grow with them throughout the many milestones of life. As an independent firm, we offer truly personalized service and develop strategies based on our client's individual needs and goals. We have access to a wide range of investment strategies and products, as well as up-to-date research, resources, and tools. As a result, we can offer the services of a large firm with the personalized attention and care of a community practice.SpecialtiesAs a truly independent financial services firm, Sterling Portfolio Managers LLC aims to provide financial advice based solely on each individual client, and builds portfolios on our client's specific needs and risk tolerance. Clients can expect personalized attention as their portfolio grows and adapts to life's ever-changing circumstances. At Sterling Portfolio Managers, success is measured by meeting every goal of every client. Specialties of the firm include: -Retirement planning -Estate planning -Education planning -Wealth management -Life insurance Our firm is dedicated to serving clients in new and innovative ways. Our passion for the financial market, coupled with a broad perspective, gives us a unique edge to help people meet and manage their financial needs holistically.