The Sterling Wealth Management Team

Rick J. Sterling

Senior Vice President - Financial Advisor,
Consulting Group

Justin R. Baker, CFP®

Associate Vice President — Senior Financial Associate

Kristin M. Klein

Investment Associate

Diane Johnson

Senior Investment Associate

Bulletin Board

Strategic Asset Allocation

Markets Get a Reality Check

Equity investors face substantial two-way risks. Policy decisions and politics could take markets in either direction by year end. This warrants “neutral” market exposure. Read the full financial markets commentary as well as asset-class views and key forecasts in the latest edition of Global Insight.

Barron’s Profiles CEO John Taft and his “Lasting Legacy” in the Industry

John Taft, CEO of RBC Wealth Management – U.S., was recently profiled in Barron’s Penta Special Report for Wealthy Investors. The article, titled “Lasting Legacy,” highlights RBC’s strength through the financial crisis, Taft’s commitment to investing in technology, and his contributions to the industry as chairman of the Securities Industry and Financial Markets Association (SIFMA). Read the Barron’s Article

Value Statement

It takes a great deal of time and expertise to manage your money, help make it grow, and use it to your family’s and/or your business’s best advantage. And as your wealth increases, so do the complexities of managing it. Now is the time to hire an experienced professional to help you manage your financial situation. With our expert assistance and global resources, it will be easier for you to effectively prepare for your financial future.

Rick J. Sterling is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, FL, GA, IA, IL, KS, MI, MN, MO, MT, NC, ND, NH, NM, NY, OH, SD, TN, TX, WA, WI

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.