WEALTH PLANNING ADVISORSPreparing tomorrow, today.
1234 Main Street, Suite 516 Nashville, TNO U R M I S S I O N
O U R M I S S I O N
OUR MISSIONWe are fee-only financial planners with a tax focus, specializing in retirement and widow support for Nashville and surrounding areas.
O U R M I S S I O N
O U R M I S S I O N
O U R M I S S I O N
O U R M I S S I O N
Planning
Life-integrated planning is about intentionally living your life. It involves keeping your finances in mind based on past experiences.
Investments
Your investment management strategy should be tailored to your unique situation and adapt as your circumstances change.
Education
We prioritize our role as educators, providing you with confidence in our long-term strategy. We offer coaching to help you avoid mistakes
Financial planning for the future doesn’t have to be scary. That’s what we’re here for.
T E S T IM O N I A L S
T E S T IM O N I A L S
Their dedication to educating and empowering clients is remarkable.
+Keith FinleyIt's not just about profits; the peace of mind they provide truly sets them apart.
+Monet GoodeI appreciate the transparency and open communication, which has given me confidence in their strategies.
+Channing LeeT E S T IM O N I A L S
T E S T IM O N I A L S
ABOUT US
Our Founder
Alexandra Sterling, CFP®, CPA, JD, LLM
Meet Alexandra Sterling, the visionary founder and CEO of Sterling Capital Investments. With a sharp analytical mind and a keen eye for emerging market trends, Alexandra has steered her firm to remarkable success. Her unwavering commitment to delivering top-notch financial solutions has earned her a reputation as a dynamic force in the world of investment.
Whether it's navigating the complexities of global markets or mentoring the next generation of financial wizards, Alexandra's leadership and expertise continue to be the cornerstone of Sterling Capital's enduring prosperity.
Wealth Management FAQs
FREQUENTLY ASKED QUESTIONS-
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WEALTH PLANNING ADVISORS