Upgrades and Enhancements at Sterling

We’re making some exciting upgrades and enhancements at Sterling Wealth Partners.

First, we upgraded our tax strategy and tax preparation.  Professor Mike Safari, CPA, has over 35 years of experience and will assist with personal and business tax returns.  He will also provide advanced level tax strategy and improve the quality of our tax service. Along with managing his tax practice, Mike is a professor of accounting at Cal State Fullerton.  His level of expertise is something our clients will value.

We are also enhancing our estate planning services.  Attorney Bruce Gleit, is an estate planning specialist with over 26 years of experience.  He will be helping clients with estate plan reviews, trust document preparation, amendments, and health care directives.  Bruce will be a valued resource to consult clients as estate laws change.

We are continuously improving our technology.  We upgraded our software to allow you to not only view your accounts with Sterling online but also access a secure document storage vault.  You will be able to keep important estate planning, tax and investment documents in a secure place online. 

Our investment strategy, philosophy, and execution will continue with no changes.

With over 17 years in financial planning, Scot has learned that change is a constant force. The upgrades to our tax planning, estate planning and technology are exciting, and will overall help improve our client experience.

Our goal remains the same, to deliver a Sterling experience from start to finish – to ensure clients get the attention and service they deserve.  If you have questions about how these changes impact you individually, please feel free to reach out to our office and schedule time for us to connect.