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Sterling Wealth Management - HOME

We are an independent financial firm that provides objective, unbiased advice and consulting to our clients.

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Peoples Wealth Management

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Mon●●●ose , PA, 18801

US

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Peoples Wealth Management

Bill Lewis

695 G●●●●●venue

Mon●●●ose , PA, 18801

US

1.57●●●●1858
wl●●●●@peopleswm.com

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Sterling Wealth Management - HOME | swmpa.com Reviews

https://swmpa.com

We are an independent financial firm that provides objective, unbiased advice and consulting to our clients.

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1

Sterling Wealth Management - ACCOUNT ACCESS

http://www.swmpa.com/client_access_-_multiple_options.aspx

To access your account information, please select the button below. If you do not currently have a username and password and would like access to your account online, please submit your information using the form below and someone will contact you regarding your request. See your statements and confirmations online in Investor360°. The following fields are required. Please complete them and resubmit the form. Account Access Request Form. A Registered Investment Advisor.

2

Sterling Wealth Management - Wealth Management Overview

http://www.swmpa.com/Wealth_Management_Overview.aspx

Partner with an expert. No matter what your level of wealth, working with us can help you pursue your goals. Together, we'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules:. Accumulation: how to target asset growth. Retirement planning: how to target distribution of your assets in a tax-advantaged way. Estate planning: how to preserve your assets.

3

Sterling Wealth Management - Helpful Links

http://www.swmpa.com/helpfullinks.aspx

Making Sense of Your Dollars and Cents with Budgeting. New Rules for Roth IRAs May Pave the Way for a Smoother Retirement. Medicare and Medicaid Services. Securities are not FDIC insured, may lose value, and have no bank guarantee. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network.

4

Sterling Wealth Management - OUR SERVICES

http://www.swmpa.com/ourservices.aspx

Before we work with you to implement a financial program, we take the time to understand your goals, needs, challenges, and attitudes. Your money cannot serve you effectively if we advocate a course of action that you feel uncomfortable with. By actively participating in the planning process, you retain control each step of the way. Some of the services we offer are:. Securities are not FDIC insured, may lose value, and have no bank guarantee. This communication strictly intended for individuals residing...

5

Sterling Wealth Management - Our Team

http://www.swmpa.com/ourteam.aspx

The people who work at Sterling Wealth Management. Have the knowledge and experience to help you pursue your financial goals. Our staff is always ready to address your concerns, answer your questions, and put you at ease. Is the principal of Sterling Wealth Management. Bill has a bachelor's degree from the Pennsylvania State University and holds numerous professional certifications and designations, including the CERTIFIED FINANCIAL PLANNER™ certification and Accredited Estate Planner. Kathi Ferger is th...

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Welcome to Sterling Wealth Management. We are an independent financial firm that provides objective, unbiased advice and consulting to our clients. We emphasize the need to follow a comprehensive, needs-based approach to wealth management. Whether you are overwhelmed by the challenges of newfound wealth, saving for retirement or children’s education, or planning to share your legacy with those that matter most, we can be your guide. At the top of this page. View the Featured Article. This communication s...

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