Objective Advice

Each member of your team is committed to offering recommendations that are in your best interest and designed to meet your immediate and long-term goals.

Integrated Decision Making

Your team works together so that all aspects of your personal financial strategy are well conceived and truly comprehensive.

Coordinated Implementation

Our process helps ensure your strategy is put into action correctly, efficiently and with a minimum of effort on your part.

image description

At Sterling Private Bank, our mission is to help clients develop integrated financial strategies that address investment management, banking, lending, brokerage, trust, and insurance needs. With a focus on communities, we provide extraordinary personal service by responding to the needs of our clients with customized solutions.

image description
Overview of Services

Our team will define a customized solution that specifically meets your needs. Our personalized one-on-one approach to your financial life provides an objective and unbiased perspective. We work side by side with a variety of financial partners, both internally and externally, to provide comprehensive services to help you achieve your financial goals.

  • Personal Banking

    We offer checking and savings accounts, money market accounts, certificate of deposits and any number of loans, the bank has options that will suit your needs.

    Learn more »
  • Investment Management

    Our investment philosophy focuses on creating and preserving wealth. We provide an economic outlook, market evaluation, sector analysis, and fundamental research.

    Learn more »
  • Financial Planning & Retirement

    We take the time to fully understand your financial future at every stage of life.

    Learn more »
  • Residential Lending

    We offer a variety of loan types to suit many different finance goals and buying situations.

    Learn more »
  • Business Banking

    Our Business Bankers provide personalized service to the business community.

    Learn more »
  • Commercial Lending

    We offer a variety of loan types to suit many different finance goals and buying situations.

    Learn more »
  • Our Focus is on You

    We measure our success not by the value of assets we manage, but by clients we satisfy.