Our Principles & Values

  • Children deserve a future - God forbid mom or dad are no longer around to provide for them

  • A person's financial accomplishments should be preserved and transferred within their family - not to the US Government

  • Americans should retire with dignity after working 30-40 years of their life

  • A business should survive the death of the business owner
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Shey's Way: Tax Tip Tuesday

Join us every Tuesday at 1:00pm eastern time for a live webinar.

On this free training we will help you align your principles and values with your financial actions.


This is a great way to understand the investment component of your overall plan, and the protection component as well. 


You should attend this training if you are building and maintaining a firm foundation for retirement.

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Connect

Schedule a meeting with our team to start your financial journey.

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Bringing Your Entire Picture Together: One Piece at a Time

Our Mission

Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we experience.

We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life.

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Shey's Way

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.

Contact us today to get started.

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Our Relationships

We have served clients and their financial needs since 1996. 

Our professional relationships stem from, physcians, business owners, and high income earning families and the recommendations from these relationships to serve others all over our great country. 

Trust. Honesty. Integrity are at the core of our decisions and our unique process.

We believe values matter, and we live by ours every day.

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Our Team

Brian Shey

Brian Shey

Founding Entrepreneur

352-676-7439 ex 2

Brantley Shey

Brantley Shey

Office Security

Strategic Partners

Paul Haven

Paul Haven - Private Banker

Senior Vice President at South State Bank

352-317-2037

Amy Lister

Amy Lister - CPA/Tax Strategist

CPA with Better Accounting

385-222-5119

Jason Fagan

Jason Fagan - Investments

Founder of Fagan Financial Group

Estate Planning

Estate Planning

Recommended Attorneys

352-676-7439

Meet our Team

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Endorse Us

Endorse Us

We work with a select group of people who are introduced or recommended to us through an endorsement. Click HERE to download a PDF endorsement pamphlet to email to a coworker, friend, or family member. 

Kind Regards, 

Brian Shey and the SterlingWyatt Team