Fiduciary Financial Planning — Retirement, Investments, and Legacy.
About
Sterling Wealth Group is an independent, fee-only financial advisory firm serving high-net-worth individuals and families in the greater Boston area. Founded by CFP and CFA Michael Sterling, we manage over $180M in client assets with a fiduciary-first approach. Our services include retirement planning, tax-efficient investment management, estate planning coordination, and comprehensive wealth strategies. We succeed only when you do.
Services
Comprehensive Financial Plan
Investment Management
Retirement Income Planning
Executive & Equity Compensation
Featured
Free Guide: 7 Retirement Mistakes That Cost You Thousands
Download our most popular guide and learn the common planning errors that erode your retirement savings — and how to avoid them. Written by CFP Michael Sterling.
“Michael helped us retire 3 years early with complete confidence in our financial plan. His tax strategies alone have saved us over $40K. Cannot recommend highly enough.”
— Richard & Diane P.
“Sterling Wealth helped me plan my business exit and structure the sale in a tax-efficient way. Their expertise in executive compensation was invaluable.”
— Karen W., Business Owner
“As a fee-only fiduciary, I trust that Michael always has my best interest in mind. The quarterly reviews are thorough and I always feel informed about my portfolio.”