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Welcome to Sterling Wealth Partners

We provide Panoramic Financial Planning to people who value advice in an engaging environment with an approachable voice. Helping them feel energized and providing them with clarity for the future through our proprietary process called the IN*SIGHT FORMULA.

The IN*SIGHT FORMULA integrates eight pillars, which include: investment management, risk management, income planning, tax strategy, social security strategy, financial estate planning, legacy planning, and value-added services, for successful families, professionals, and business owners.

Our goal is to help you implement a plan with multiple strategies to reduce the risk for all possible outcomes, without apprehension. There is no “one-size-fits-all” solution when it comes to planning for your future. The IN*SIGHT FORMULA is designed to continually adjust and monitor your critical life and financial events to keep your plan on track.

Our Team

Our Process




Listen to Scot's Podcast: Retire Eyes Wide Open

Listen to Scot's Podcast: Retire Eyes Wide Open

  • Doubting your retirement timeline?
  • Worried about leaving a legacy for your family?
  • Concerned about life events that could alter retirement?
  • Frustrated making plans because you don't know the future?

Financial planning is complicated, but it's worth it for the confidence.

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Keep up to date with what's going on in the financial world as well as what's happening in the little world that is Sterling Wealth Partners in Tustin, CA.

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Sterling Thoughts Newsletter

Read our most recent Sterling Thoughts newsletter from Sterling Wealth

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