Financial planning
Plans are formulated around each client's financial situation.
Stern Capital Management
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About Stern Capital Management
Stern Capital Management provides financial planning and wealth management, starting with an analysis of each client's financial situation and a plan tailored to their needs. Its services include portfolio management and guidance on investment risk. The firm is an independent, fee-based Registered Investment Advisor held to a fiduciary standard, and employees use the same investment models as clients. Stern Capital has assisted more than 500 families with financial planning and asset management. It manages more than $297 million, as of December 2025. The firm specializes in building portfolios and designing financial plans. Its office is in Old Bridge, New Jersey.
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
Portfolio management
The firm builds portfolios and uses investment models with clients.
Fiduciary advisor
Independent, fee-based Registered Investment Advisor.
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