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What We Do

We believe in creating a financial plan that is focused on what is most important to you.


Who We Are

More than a century’s worth of experience and a twenty-five year presence in Northern New Jersey.


Client Login

Obtain up-to-date values for your portfolio, as well as important personal documents important to you.

Notice to Clients

We recently updated our client website experience.  Up-to-date portfolio information is available by clicking on the "Access Your Account" button below.  Note that you have to establish a new password in order to do so.  Clients previously able to log into the website should have recieved an email inviting them to create this password. Please contact the Sterling office at 973-729-1234 if you need assistance.

You may still access any documents you may have stored in your “vault.” To do so, click the "Access to Legacy Sterling Vault" button below.

If you need help please call the Sterling office at 973-729-1234 and we will be happy to assist you during this transition.




Helping you live the life you want.

Life is a journey, not a destination.

Your objective is to live it well, and have a plan for the bumps in the road.

You have a vision of achieving your goals and dreams and attaining financial peace of mind. You’ve achieved a level of financial success, yet you are still uncertain about your future financial security. You have worked hard to put yourself in a position to live the life of your dreams, but like many in today’s ever changing world, questions abound.

Sterling is here to be your guide

People choose Sterling because we work closely with them to create a plan with the goal of living a successful and fulfilling life that focuses on personal freedom, financial security, and helping their families throughout the generations.

Sterling has been a preeminent firm in Northern New Jersey for more than 20 years.  We work with many clients in the region in addition to Sussex County, New Jersey.  Our clients also come from neighboring areas such as Pike County, Pennsylvania and Orange County, New York.  We’ve made important contributions to the public and our profession.  Use our expertise to guide you in putting together a plan and help you manage your financial life so that you can enjoy your personal life.

Market DataBank: 3Q 2017

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Contact Info

Phone: 973-729-1234

Fax: 973-729-8079


60 Blue Heron Road, Suite 201
Sparta, NJ 07871-2608

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