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Marshall & Sterling Wealth Advisors

Beyond insurance.

Our wealth advisors have more than 100 years of combined experience in the financial industry. Our success stems from our commitment to the Marshall & Sterling Wealth Advisors philosophies.

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M&S Wealth Services

Our professional wealth planning team will help guide you to where you want to be in the future. Our service offerings include:

  • Portfolio Management
  • Wealth Planning
  • Estate Planning
  • Risk Management Resources
  • Personal Insurance
  • Business Insurance
  • Group Benefits Design

Learn more at ms-wealth.com

Our Vision

Marshall & Sterling Wealth Advisors is our clients’ most trusted advisor due to our experience, risk management process and personal service.

Core Values

  • Professional Knowledge
  • Integrity
  • Focus On The Client
  • Collaboration
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Who We Work With

  • Individuals and families looking for guidance and direction with long-term financial goals at all stages of wealth accumulation.
  • Business owners looking for succession planning, financial planning, and retirement plan strategies and implementation.
  • Individuals and business owners facing transition such as separation, divorce or sale of a business.

Learn more at ms-wealth.com