Welcome to Sterling Wealth Management, LLC
Through diligence, discipline, and hard work, you have been blessed with wealth. Sterling Wealth Management, LLC (SWM), an independent, fee-only, comprehensive financial strategy and wealth management firm, was created to help you address the unique financial challenges this wealth brings.
Sterling Wealth Management, LLC is a fee-only firm. Our financial planning services are based on an hourly fee, and our follow-up wealth management advisory fees are based on the net asset value of your portfolio. Since we are not compensated by commissions, SWM gains nothing by "churning" your assets. SWM has no "quota" to fill selling mutual funds, insurance policies, or similar products. We sell nothing! Therefore, we have no agenda other than serving our clients with objective, unbiased counseling, and advice.
We pride ourselves on our OBJECTIVITY - All advice will be based on the facts and circumstances of the client's situation. Recognizing the inherent conflicts of interest in product sales, we refuse any commissions or other compensation from client transactions based on our recommendations.
Our foremost goal is to assist you in managing your wealth, preserving principal, and optimizing return in a prudent fashion. SWM will provide clear, understandable solutions to your situation. Working together, we will enable you to confidently pursue your dreams.
Please review our complete relationship summary (ADV Part 3) here.
Dr. Elchanan Abramowitz, MBA
Dr. Elchanan Abramowitz is a founding principal of Sterling Wealth Management, LLC, an independent, fee-only registered investment advisor firm.
Elchanan provides financial planning and wealth management services to clients nationwide. He gives every client personal attention as he evaluates the appropriate asset allocation based on individual client needs. Elchanan advises clients in the areas of retirement planning, tax planning, education funding, insurance analysis, and estate planning – and acts as a liaison between clients and their accountants or legal professionals.
Elchanan earned his MBA at Rutgers University and completed The American College's CFP® Certification Curriculum. Prior to his education in business and finance, he earned his DDS from NYU College of Dentistry and then went on to a residency program at the University of Pennsylvania.
Elchanan has authored a number of articles for the New York State Dental Journal, the Journal of New Jersey Dental Association, The Jewish Press, Big Apple Parent, and has been featured in Mishpacha magazine.