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How does the advisor help clients – Key Takeaways:
Marshall & Sterling Wealth Advisors, Inc. is a leading financial advisory firm that provides expert guidance and support to clients seeking to achieve their financial goals. With years of experience and a team of highly qualified advisors, they offer a wide range of services to help individuals and businesses optimize their financial health and create a secure future.
Facts and Insights
Founded in 1864, Marshall & Sterling Wealth Advisors, Inc. has a long history of providing top-notch financial services to clients. Their team of advisors has an average of 15 years of experience in the industry, making them well-equipped to handle even the most complex financial situations. They have a presence in multiple states and are committed to staying up-to-date with the latest financial trends and regulations.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 1864 | 50+ | $4.5 billion |
The above numbers are publicly available on Marshall & Sterling Wealth Advisors, Inc.’s website and reflect their strong financial standing and commitment to their clients’ success.
Financial Services Offered
Marshall & Sterling Wealth Advisors, Inc. offers a comprehensive range of financial services to cater to all their clients’ needs. These services include but are not limited to:
- Investment Management – creating and managing customized investment portfolios to achieve clients’ goals
- Retirement Planning – helping individuals plan for a secure and comfortable retirement
- Insurance Solutions – providing protection against unexpected events and securing a stable financial future
- Estate Planning – creating a plan to transfer assets to chosen beneficiaries
Client Types
Marshall & Sterling Wealth Advisors, Inc. caters to a diverse clientele, including individuals, families, small businesses, and corporations. They understand that each client has unique financial goals and offer personalized solutions to meet their specific needs and circumstances.
Fees & Compensation
The firm operates on a fee-based structure, which means they are compensated through a combination of fees and commissions based on the services provided. This arrangement aligns their interests with those of their clients, as they only succeed when their clients succeed. They are fully transparent with their fees and provide detailed information during the initial consultation.
Background
Marshall & Sterling Wealth Advisors, Inc. has been in business for over 150 years and has a reputation for excellence in the financial services industry. The firm is driven by their core values of integrity, transparency, and client-centricity. Their team of advisors is highly qualified and committed to providing top-notch financial guidance and support to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Marshall & Sterling Wealth Advisors, Inc. is required to make certain disclosures to their clients. These include potential conflicts of interest, fees and compensation, and any legal or disciplinary actions against the firm or its advisors. These disclosures can be found on their website or through the SEC’s Investment Advisor Public Disclosure (IAPD) website.