Wealth Management and Financial Planning Experts
At Stern Capital we specialize in analyzing your unique financial situation and formulating a plan that will work specifically for you. As an independent, fee-based, Registered Investment Advisor held to a fiduciary standard, we've removed many of the conflicts of interest which plague a large portion of our industry. We believe so strongly in our portfolio management process that all employees of Stern Capital utilize the same investment models as our clients. Our main goal is to provide our clients with peace of mind in regards to their financial plan and level of investment risk.
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We've assisted over 500 families with their financial planning and wealth management needs and we would love to help you too! Click "Contact Us" to send us a message or call us at (732) 679-7050