"Special consideration should be paid when the investor with a concentrated position is elderly.by Timothy E. Flatley
Sterling Investment Advisors recognizes that every situation— educating children, building retirement wealth, insuring against loss, reducing taxes, planning estates, setting up trusts, and the like—brings its own complexities. The objective of the firm’s team concept is to help clients develop a support group of professionals to whom to delegate the management of these issues. Sterling Investment Advisors, an independent wealth- management firm, is recognized as one of the Top 10 Independent Investment Advisors in Philadelphia by Barron’s WCO. The firm, which was named three times to the Philadelphia 100, honoring “the fastest-growing privately held entrepreneurial companies in the Philadelphia region,” has 30 years of investment experience with an independent orientation and utilizes proprietary trading strategies, with assets held at Charles Schwab.
Please visit Sterling Investment Advisors’ website at www.sterling-advisors.com and view the exclusive welcome letter for Worth magazine readers.