UMA Financial Services

Our Philosophy Creating financial momentum for our clients by building quality relationships is our priority Sterling Financial Group. We start the process by taking the time to listen to and understand each of our clients personally. Together, we carefully chart a course for financial success. We believe in using prudent investment strategies. For over 16 years, our clients have looked to us for direction. We are dedicated to guiding and sustaining our clients' financial direction. Sterling Financial Group is an independent financial services, asset management, and consulting firm. As independent financial professionals, we have the freedom to provide diverse guidance and insight to our clients. We recognize that each person's situation is different, so we develop a financial plan that focuses on helping our clients accomplish their personal goals. Accordingly, our approach will be to pursue an in-depth understanding of your financial situation and the personal values you hold as they relate to your investment plan. This approach allows us to forge a strong partnership with you and to assist you as we strive to turn your dreams into reality. Solving problems, helping you to clarify your goals, and freeing up your time so you can do what you want to do is our purpose.

Nilsine Partners, based in Salt Lake City, UT, is a second-generation family business that specializes in goals-based financial planning, disciplined investment management, and efficient banking and lending solutions. Their commitment to integrity and loyalty allows them to build cohesive financial plans tailored to the unique needs of each client, treating them like family. The Nilsine team offers differentiated family office services and advocates for clients' best interests, fostering clear communication and accountability in all client relationships. By focusing on what matters most to clients, Nilsine Partners aims to create opportunities for individuals to maximize their wealth and energize their financial futures. Generated from the website