Our Principles & Values
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.
Schedule a meeting with our team to start your financial journey.
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.
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.
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.
352-676-7439 ex 2
Senior Vice President at South State Bank
CPA with Better Accounting
Founder of Fagan Financial Group
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.
Brian Shey and the SterlingWyatt Team