Our Story

Bill formed Sterling Newton because his experience with clients proved to him that most people don’t have a complete understanding of the concept of wealth management.  They're busy living very productive, even greatly successful lives, and they, consequently, have used the services of various individual experts, ie., CPA’s, attorneys, stockbrokers, insurance agents, bankers, etc. to help them with the various aspects of their financial planning.  But there was no tactical communication or coordination between all of the parties involved, which created a lot of inconsistencies for his clients’ financial future.

"No one actually plans to fail, most people simply fail to plan. My job, my mission in life, is to help my clients forge a comprehensive roadmap and guide them through that plan year after year, to walk with you, hand in hand, on your financial journey through life.”
- Bill Newton

When Bill accepts you as a client, you immediately feel like part of his family.  Together you team up to determine your specific needs, circumstances and goals. Based on these factors and his knowledge and experience, Bill will make recommendations regarding your:

  • Tax Planning
  • Investment portfolio
  • Estate plan
  • Cash flow
  • Charitable giving
  • Multi-generational planning
  • Retirement goals
  • Business exit strategies