Connect with Top-Rated Financial Planners in Montrose!

At Sterling Wealth Management, we are your team of multigenerational financial professionals dedicated to helping your family make sense of your financial challenges and simplify the wealth management process. We offer you concierge-level service and responsiveness, ensuring that your family's wealth is properly managed to create a lasting legacy. Our services include financial planning, retirement planning, investment management, asset protection, and estate planning.