Welcome to Sterling Oak Wealth Management

An Experience that starts with you

Today’s environment demands transparency, accountability, responsible citizenship, and the highest ethical standards. As an independent, sustainable wealth management firm, Sterling Oak Wealth Management, proudly focuses on giving the highest levels of client service by managing, maintaining, and growing client wealth responsibly and tax-efficiently.

Alignment

As an independent advisory firm, our main priority is to align our interests with those of our clients. We take a long-term approach to investing with the goal of achieving optimal returns over time.

Curated Portfolios

We believe in providing truly personal financial advice tailored to each client’s established goals. Asking the right questions enables us to clearly identify your true vision.

Mindful Strategies

We are mindful of the gap between investor and investment returns known as the behavior gap. We help our clients focus on what is really important — meeting financial goals while avoiding common pitfalls.

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    Sterling Oak’s 4 Step Plan

    Analyze

    Plan

    Track

    Meet

    Your Guide toFinancial Wellness

    We’ll help you create a plan that keeps up with the market changes. We have 3 primary goals: Growth, Protection, and Tax Effciency.

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    Tell Us Your Risk Tolerance

    Risk tolerance is not only important to get right the first time, but also keep current as your market attitude changes.

    Plan for Today and Tomorrow

    Get ready for your retirement or a major purchase by making sure you are positioned correctly. Having the proper communication with you rplanner will get you right on track.

    Track Your Progress

    A plan is only useful if its up-to-date. A properly managed plan will require small adjustments along the way. It’s the major changes we try to avoid by making sure we closely manage your plan.

    Recent News

    Hot Weather, Cool Tax Tips: Mid-Year Moves to Maximize 2025 Tax Deductions

      July 7, 2025

    As the hot weather kicks in this summer, now is an opportune ...

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    Sizzling Summer Retirement Savings: How Deferred Annuities Can Help Keep Your Retirement Plans Cool

      June 30, 2025

    While enjoying the sunny days of summer, why not take a moment ...

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    How Much Life Insurance Do You Need?

      June 23, 2025

    Life insurance is a financial safety net that provides a death ...

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    Don’t Let Your Benefits Melt Away: Avoiding Common Social Security Mistakes This Summer

      June 16, 2025

    Navigating the intricacies of Social Security retirement ...

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