Sterling Wealth Management Employee Directory

Q: What is Sterling Wealth Management known for?

Sterling Wealth Management was founded in 2004. Sterling Wealth Management operates in the Financial Services industry.

Q: How many employees does Sterling Wealth Management have currently?

Sterling Wealth Management has approximately 14 employees.

Financial ServicesIllinois, United States11-50 Employees

Sterling Wealth Management is a fee-only comprehensive wealth management firm that uses a consultative approach to financial and investment planning. This approach insists on collaboration with our clients to solve financial challenges and enhance their financial situation. Through a defined wealth management process, we provide counseling for a limited number of high-net-worth individuals and families.

Providing exceptional client service is an uncompromising commitment in every facet of our work. We are tenacious in our delivery of this quality of service while striving to meet each of our clients’ highly individualized wealth management needs.

Find Sterling Wealth Management employees' phone numbers or email addresses

Sterling Wealth Management Global Highlights

North America
22

United States Of America
21
Canada
1

Asia
2

India
2

Sterling Wealth Management's Leadership

K. H.
Director Of Client Services
Mobile Phone
Email
M. F.
Investment Operations Manager
Mobile Phone
Email
J. M.
Operations Manager/Associate Wealth Advisor
Mobile Phone
Email
R. W.
Manager
Mobile Phone
Email
J. W.
Associate Advisor
Mobile Phone
Email
H. M.
Licensed Life Health, And Annuity Agent
Mobile Phone
Email
M. E.
Customer Service Specialist
Mobile Phone
Email

Contact profiles from Sterling Wealth Management

Name

Title

Contact Info

Location

Last Update

K. H.
Director Of Client Services
Mobile Phone
Email
Oct 25, 2025
M. F.
Investment Operations Manager
Mobile Phone
Email
United StatesNew York
Nov 13, 2025
J. M.
Operations Manager/Associate Wealth Advisor
Mobile Phone
Email
Feb 14, 2025
R. W.
Manager
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
J. W.
Associate Advisor
Mobile Phone
Email
Oct 24, 2025
H. M.
Licensed Life Health, And Annuity Agent
Mobile Phone
Email
United StatesFlorida
Oct 27, 2025
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. The company's main headquarters is located in 301 North Neil Street, Suite 203. 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 December 2025. These team members are located across 2 continents, including North AmericaAsia.

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

As of December 2025, Sterling Wealth Management's key employees include:

Director Of Client Services: K. H.
Investment Operations Manager: M. F.
Operations Manager/Associate Wealth Advisor: J. M.
Manager: R. W.
Associate Advisor: J. W.

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