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|About||We specialize in customizing growth and income portfolios, protecting assets from market declines, and creating lifetime retirement income strategies.|
Sterling Oak Advisors is an independent wealth management firm based in Wellesley, Massachusetts. We operate as a fiduciary to our clients and are proud to use Charles Schwab as our custodian.
At Sterling Oak, our goal is construct a comprehensive wealth management plan for our clients, to protect their assets from taxes and market declines, and to design conservative growth and income portfolios. Our advice is independent and is derived from our extensive background in portfolio management, wealth management, and financial planning.
Our mission is to help our clients make complete and sense and order of their financial lives, and we do this by coordinating their tax and legal advisors. We invest for a safe and reasonable rate of return while at the same time protecting against market downturns. Our clients are primarily high net worth individuals and small business owners, and we offer the following services:
· Customized asset allocation and portfolio construction
· Retirement plan consulting on an individual and corporate level
· Audit, analysis and evaluation of portfolios and Investment Managers for relative performance, risk, style adherence, cost and quality