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ABOUT US
Sterling Heights Financial Group, LLC was started to provide ethical, professional, financial guidance to our clients. We are a premier wealth management firm dedicated to helping individuals, families, and businesses navigate the complexities of wealth accumulation, preservation, and retirement.
Our team of seasoned financial advisors works closely with you to develop personalized strategies tailored to your specific needs. We take a holistic approach to wealth management, considering not only your financial objectives, but also your risk tolerance, time horizon, and lifestyle preferences. We believe in a disciplined and diversified approach, combining both traditional and alternative investment strategies to optimize returns and manage risk in retirement.
We are committed to building long-term relationships based on trust, transparency, and integrity. Whether you're transitioning to retirement, selling a business, focused on preserving assets, or leaving a lasting legacy, we are committed to providing you with comprehensive and effective solutions.
What Makes Us Different
Since our inception, Sterling Heights Financial Group focused on our clients, and their financial goals. We set out to fix all the problems clients had with other financial firms. Every detail is important to us, from the introduction, to the ease of managing your accounts, to the fees, communication, performance, and overall client experience.
There is no shortage of complaints from people that worked with other financial advising firms.
"I haven't heard from my advisor in years"
"I have no idea what I'm invested in or why"
"These fees are really high"
"They only call when they want to sell me something"
We Developed Our Business Around Catering To Clients, and Solving Their Problems
Communication
We ensure consistent communication with clients. Whether its continual reviews to update investment goals, solve new financial concerns, or provide additional financial advice for all of life's changes.
Low Fee Investing
We don't sell high sales charge products, and our investment thesis focuses on low fee investing. From our advisory fees, to the investment charges, the goal is to reduce costs for clients, and hopefully improve performance long term.
Education
Investing and financial planning are complex conversations with many moving parts. Our approach is to simplify this, and educate clients through the whole process. Clients should always have an understanding of where they are investing and why. We hope to make that conversation easier to understand.
Investment Experience
Our team is not only experienced in the financial markets, but also in real estate, private equity, private debt, and other asset classes. We feel we can provide more value than simply offering the traditional financial investments and advice that many firms focus on.
Contact Us
Learn why hundreds of clients trust us to manage their finances and retirement plans.
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