Solid Values. Stronger Banking.
Solid Values. Stronger Banking.
Personalized strategies to grow, protect, and transfer your wealth with confidence.
Comprehensive solutions tailored to your unique financial situation
Customized portfolios designed to align with your goals, risk tolerance, and time horizon.
Strategies to help you retire with confidence and maintain your desired lifestyle.
Solutions to preserve your legacy and ensure your wishes are carried out.
Proactive planning to minimize tax liabilities and maximize your wealth.
Comprehensive solutions for every stage of your financial journey
Professionally managed investment portfolios tailored to your financial objectives and risk tolerance.
Holistic financial planning that integrates all aspects of your financial life.
Access to international markets and alternative investment opportunities.
Strategies to help you retire on your terms and maintain your lifestyle.
Solutions to preserve your legacy and ensure your wishes are fulfilled.
Strategies to minimize tax liabilities and maximize after-tax returns.
Planning for the future of your business and your financial security.
Strategies to maximize the impact of your charitable giving.
Specialized solutions for corporate executives and professionals.
A structured approach to achieving your financial goals
We begin by understanding your financial situation, goals, and values through in-depth conversations.
Our team conducts a comprehensive review of your current financial picture and identifies opportunities.
We develop a customized wealth management plan tailored to your unique needs and objectives.
We put the plan into action, coordinating with your other advisors as needed.
Regular reviews ensure your plan stays on track and adapts to changes in your life and the markets.
Experienced professionals dedicated to your financial success
Senior Wealth Advisor
With over 20 years of experience, Michael specializes in retirement income planning and tax-efficient investment strategies.
(410) 555-1033
shirleymk@sterrabank.com
Wealth Management Director
Sarah focuses on comprehensive financial planning for high-net worth individuals and business owners.
(410) 555-2461
sfalkenberg@sterrabank.com
Investment Strategist
David leads our investment research team and develops portfolio strategies for clients with complex needs.
(410) 555-0729
alfredhilt@sterrabank.com
Hear from clients who have achieved their financial goals with Sterra Wealth Management
Complete the form to schedule a complimentary consultation with one of our wealth advisors.
(410) 555-1000
wealth@sterrabank.com
2065 Columbia Boulevard
Dorrs Corner, Maryland 21108
