Simple. Accurate. Online

Financial advice has always been provided in the form of time consuming, face to face interactions. Usually, these meetings with a financial advisor are scheduled during busy hours at the office, after hours during family time or even weekends. Worse, some firms require clients to travel to their office resulting in further unnecessary  wasted time.

Stern Wealth is on a mission to change the way financial advice is rendered.

Our team of Certified Financial Planners® and business experts make use of integrated digital platforms, applications and software along with cloud based systems to improve the client experience when dealing with us. This allows us to consult with our clients anywhere, anytime and enables our clients access to their portfolio from anywhere, anytime.

No more extensive, mundane meetings trying to understand your insurance and investment products. No more manual storage of portfolio information. No more lost or outdated paperwork.

Think digital. Think paperless. Think Stern Wealth.