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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

Strategic Partners

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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