Sterling Wealth Partners

  • Select Event Type

    Investment Review

    30m
    2 seats

    A tactical audit of your current portfolio performance, risk exposure, and rebalancing needs.

    Book

    Retirement Planning

    45m

    Strategy focused on pension optimization, 401(k) management, and post-work income security.

    Book

    Tax Planning

    45m

    Professional analysis of tax-efficient investment strategies and compliance for the upcoming fiscal year.

    Book

    Goal Planning

    30m

    Focused session for specific targets like education funding, real estate purchase, or debt reduction.

    Book

    Annual Check-in

    60m
    30 seats

    Yearly comprehensive review of your total financial health and plan adjustments.

    Book

    Financial Planning

    60m

    Comprehensive session to align your assets with long-term lifestyle and legacy goals.

    Book

    Inbound leads

    15m
    Book

    Yoga Class

    30m
    20 seats
    Book

    Financial Consultation

    15m
    Book

    Inbound leads

    30m
    Book

    Mentor A

    15m
    Book

    Transfer CFT

    15m
    Book

    Quick Support

    15m
    Book

    Inside sales

    15m
    Book

    Quarterly review

    15m
    10 seats
    Book
  • Map


  • Sterling Law Group is a boutique firm specializing in high-stakes corporate litigation and premium risk advisory.


    We deliver partner-led legal strategies designed to protect assets and secure business legacies for a select group of global clients.🚀


    We're based in New York and have been in the business for the last 15 years, working with a range of clients from mid-sized family run businesses to public companies


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  • Testimonials

    Marcus V. Thorne

    CEO, Thorne Tech

    Sterling Law Group provides a level of focused, partner-led attention that you simply don't get at larger firms.

    David Vance

    Founder, Vance & Co

    Direct, efficient, and incredibly effective. The 30-minute consultation was all I needed to realize I was in the best possible hands for our corporate audit. Jonathan’s insights provided immediate clarity on a situation that had been stagnant for months.