How It Works Who It's For FAQ

For Business Owners and Retirees with $500K+ Invested

Big-firm fees without big-firm results? We fix that.

One call shows you what your current fees are really costing you.

97% client retention • 30+ years of expertise • Serving New York & New Jersey

Sterling's model is already validated in market.

97%

Client retention - clients who work with Sterling stay with Sterling.

30+

Years of expertise helping families build generational wealth.

The 2% you pay compounds against you every year.

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Big-name firms charge 2% whether your portfolio performs or not. On $500K to $1M, that drag adds up across an entire retirement horizon. Too often, premium fees buy small-client attention.

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The Sterling Second Opinion is one conversation with an advisor about your portfolio, your fees, and your income picture. You'll see how your current setup compares and what could work better. If it makes sense, you map the next step together.

Your written plan in 3 steps

Step 1

Book one call

Tell us a little about your portfolio, your fees, and your retirement timeline. That's all the prep you need.

Step 2

We build your plan

Your advisor walks through where you stand today. What you're paying, what you're keeping, and how your income picture looks heading into retirement.

Step 3

Hold it in 48 hours

You end the call with a clearer view of your options. If it's a fit, your advisor maps the next step with you.

Built for:

You have $500K–$1M in investable assets in New York or New Jersey.

You're paying big-firm fees and questioning what they actually buy you.

You're at or near retirement and want income you can plan around.

You're a business owner ready to turn years of work into retirement income.

Not for:

You have under $500K in investable assets.

You live outside New York or New Jersey.

You want to chase short-term market swings.

You're fully satisfied with your current advisor and fee structure.

What makes us different

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A genuine second look: An advisor reviews your actual numbers, with no requirement to move anything.

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Fees made visible: A side-by-side view of what you pay now and what you could keep.

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Income you can plan around: See what a month-by-month retirement income structure could look like.

Frequently Asked Questions

An advisor walks through your portfolio, your fees, and your retirement timeline. You'll see how your current setup compares and where there may be room to improve.

No. The call is a second look at where you stand. What you do next is your decision.

Individuals in New York or New Jersey with $500K–$1M in investable assets. That includes business owners and anyone at or near retirement.

No. Sterling is a boutique advisory firm where you work directly with your advisor. Your portfolio gets the attention a premium fee should buy.

Find out what your fees are costing you and what could work better.

The Sterling Second Opinion starts with one call.

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