Two Planning Packages
Choose managed support or guidance for self-directed implementation.
Sterling Edge Financial
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About Sterling Edge Financial
Financial planning and investment guidance are the core services at Sterling Edge Financial. The firm offers two monthly subscription packages. Edge Alliance includes a personalized financial plan, investment and risk management, proactive advice, ongoing support, and advisor-led implementation. Edge Blueprint provides a personalized plan and continued guidance for clients who prefer to implement recommendations themselves, without asset management. Services are structured around each client's goals, values, circumstances, and starting point, with different meeting schedules for each package. Sterling Edge Financial also provides investment implementation and ongoing risk management through its managed plan. The firm serves clients in Chicago and offers consultations by scheduled meeting.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Personalized Planning
Plans are shaped around each client's goals, values, and circumstances
Investment Guidance
Managed services include investment and ongoing risk management.
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