What departments does Sterling Wealth Management have?

Sterling Wealth Management has employees across 3 departments including Finance, Customer Success, Operations.

What is the largest department at Sterling Wealth Management?

The largest department at Sterling Wealth Management is Finance with 1 employees.

Where are Sterling Wealth Management employees located globally?

Sterling Wealth Management has employees across 3 continents and 4 countries including India, United Kingdom Of Great Britain And Northern Ireland, United States Of America, Canada.

How has Sterling Wealth Management's team size changed over time?

Sterling Wealth Management's team has decreased from approximately 23 to 12 employees based on available data.

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Sterling Wealth Management Employee Directory

Financial ServicesIllinois, United States11-50 Employees

Sterling Wealth Management is a fee-only, comprehensive wealth management firm within the financial services sector. It uses a consultative approach to financial and investment planning, collaborating with clients to address financial challenges and improve their financial standing. Through a structured process, it offers guidance to a select group of high-net-worth individuals and families.

Its client base comprises high-net-worth individuals and families seeking tailored planning and ongoing advice. Based in Champaign, Illinois, the firm identifies as a small to mid-sized practice that prioritizes attentive, consistent service across its advisory work.

Sterling Wealth Management Global Highlights

North America
29

United States Of America
28
Canada
1

Asia
2

India
2

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Sterling Wealth Management's Leadership

R. M.
Director & Chartered Financial Planner
Mobile Phone
Email
K. H.
Director Of Client Services
Mobile Phone
Email
J. M.
Operations Manager/Associate Wealth Advisor
Mobile Phone
Email
J. W.
Associate Wealth Advisor
Mobile Phone
Email
M. E.
Customer Service Specialist
Mobile Phone
Email

Sterling Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Business
Support
Accounting
Administrative
Other

Contact profiles from Sterling Wealth Management

Name

Title

Contact

Location

Last Update

R. M.
Director & Chartered Financial Planner
Mobile Phone
Email
United Kingdom
Aug 07, 2026
K. H.
Director Of Client Services
Mobile Phone
Email
Jun 27, 2026
J. M.
Operations Manager/Associate Wealth Advisor
Mobile Phone
Email
Jun 08, 2026
J. W.
Associate Wealth Advisor
Mobile Phone
Email
Aug 06, 2026
M. E.
Customer Service Specialist
Mobile Phone
Email
May 22, 2025

Frequently Asked Questions

What is Sterling Wealth Management known for?

Sterling Wealth Management was founded in 2004 operates in the Financial Services industry. Explore Sterling Wealth Management's company overview page for more information.

What is Sterling Wealth Management's most common email format?

Sterling Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sterling Wealth Management email formats with LeadIQ.

How many employees does Sterling Wealth Management have currently?

Sterling Wealth Management has approximately 14 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Sterling Wealth Management's key employees and leadership?

As of July 2026, Sterling Wealth Management's key employees include:

Director & Chartered Financial Planner: R. M.
Director Of Client Services: K. H.
Operations Manager/Associate Wealth Advisor: J. M.
Associate Wealth Advisor: J. W.
Customer Service Specialist: M. E.

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Sterling Wealth Management Employee Directory

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