Our Mission

How We Work

At SterlngWyatt, our mission is to get to know and understand your needs, wants, and long-term goals.  Our belief that marginal tax rates will be higher in the future and that taxes are the number one inhibiter of wealth in the Uniter States of America.  We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. 

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

One of our primary goals is to develop a long-term, trusting relationship with you.

Shey's Way

Our Relationships

We have served clients and their financial needs since 1996. Our professional relationships stem from, physicians, business owners, and high-income earning families and the recommendations from these relationships to serve others all over our great country.