Financial Advisors in The Woodlands and Houston, Texas

Wealth management that prepares you for the future by looking beyond the numbers
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Financial planning is about more than your portfolio…

Any advisor can sell you an investment. But how many will take the time to listen to you, understand your needs, and craft a custom-built solution to address your concerns for retirement, college funding, estate planning, tax planning, and more? We provide more than a portfolio. We provide a sense of comfort that comes from knowing a trained professional has your back.

Financial planning is more than a one-time action…

A financial plan is a living document. It’s designed to change through the years just as you transition through life – from the start of your career to your move into retirement. Through ongoing financial coaching and investment monitoring, Sterling Total Wealth Solutions will continually serve you as your situation changes.

Financial planning is…

Our holistic planning service is more than the sum of its parts. This unique approach to investing allows for an independent wealth management experience free from the constraints of corporate directives or shareholder pressure. We care about your life and want to be a part of your success. Holistic financial planning is the key to gaining control of your financial life in a comprehensive and healthy way.

 

Sterling Total Wealth Solutions Was Founded on Four Core Values

Integrity

Honesty and integrity are the cornerstones of our firm, meaning we always place the interests of our clients ahead of our own

Commitment

We are committed to our clients, their families, and our community

Insight

To serve our clients, we must see the big picture and look beyond numbers, graphs, and charts

Personal

In today’s technological age, we still believe in old-fashioned relationships and take a genuine interest in our clients’ lives

Check the background of investment professionals on FINRA’s BrokerCheck.

 

 

Check out more engaging, short animations that focus on a variety of financial topics and illustrate key financial concepts and current events. 

More videos

Asset Allocation

Every investment decision involves both risk and reward. Learn how an asset allocation strategy can help reduce your risk.

 


War for Your Wallet

There’s a war being waged for your wallet. Fight the urge to splurge, spend wisely and win for your financial future.

Retirement Education

To retire right you need to know what to do with what you’ve saved. Do you know your retirement options?


What It Means to be a Fiduciary

As a fiduciary, you have your clients’ best interests at heart. Help them understand the value you provide and what it means to have a fiduciary acting on their behalf.

College Savings

60% of families don’t have a college savings strategy. Learn what you need to know to get started.

Wills

 
 

Wills

A Will can provide a financial roadmap for your family. This video shows what to know when preparing your own Will.

Our mission is to provide financial guidance and insight to our clients through a personal relationship built on integrity and commitment, with a desire to make a difference in the lives of our clients, their families, and our community.

Learn about the founders of Sterling Total Wealth Solutions

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Sterling Total Wealth Solutions are not affiliated.

Cambridge’s Form CRS (Customer Relationship Summary)

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IA, IL, LA, MA, MI, NV, NJ, NY, OH, OK,, OR, PA, SC, TX, UT, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Sterling Total Wealth Solutions makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

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Sterling Total Wealth Solutions