Wealth Management

Our investment process allows us to gain a thorough understanding of our clients' personal situation, goals, and their tolerance for risk. We work with our clients to develop a customized long-term investment strategy to help them achieve their unique financial goals. Our process utilizes our proprietary multi-asset model portfolios containing investment vehicles that focus on diversification. The portfolios are designed for performance as well as the integration of risk-reduction strategies. Our firm utilizes advanced technologies in order to adjust client portfolios keeping them on track to attain their goals throughout the ever-changing market environment. We believe so strongly in our investment process that our employees' assets are managed with the same investments and models that are used for our clients!

Financial Planning

Wealth management will only be as successful as the broader financial plan it follows. Developing the plan requires a comprehensive assessment of the client's financial and personal goals. Our meticulous process allows us to help organize, prioritize, and set realistic and achievable goals for our clients. Monitoring our clients' goals is important because life events will occur over time, thus financial plans will need to be revised. When you partner with Stern Capital Management, Inc. you work with a firm that has extensive experience with complex issues like retirement planning, portfolio management, 401(k) rollovers, IRA's, tax minimization, small business retirement plan design, estate planning, insurance strategies, and college planning. We will work closely with your existing CPA and your estate planning attorney or make introductions to trusted experts from an impressive network of attorneys, and tax professionals to build the best team for you.