Sterling Private Bank is a registered trademark of Sterling Bank & Trust, FSB.
Sterling Private Bank provides products and services through Sterling Bank & Trust, FSB, Sterling Wealth Management, offered through LPL Financial, and Quantum Capital, a SEC Registered Investment Advisor, Member FINRA/SIPC, and an independent, wholly owned subsidiary of Sterling Bank & Trust, FSB.
Investment, Insurance, and Advisory products are provided through Quantum Capital and LPL Financial.
Investment, Insurance, and Advisory Products and Services are: Not a Bank Deposit • Not FDIC Insured • May Lose Value • Not Bank Guaranteed • Not Insured by any Federal Government Agency
Sterling Bank & Trust, FSB and its affiliates do not provide tax or legal advice. Sterling Private Bank is not a tax or legal advisor. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by your depends on the specific facts of your situation at the time your taxes are prepared.
This document is for information purposes only and is not intended as an offer or solicitation, or as the basis for any contract to purchase or sell any security or other instrument or to enter into or arrange any type of transaction as a consequence of any information contained within. Clients should consult their own attorney's or other tax advisors in order to understand the tax and legal consequences of any strategies.
Investment Management and Retirement Services/Financial Planning:
Quantum Capital Management has been providing investment management services since 1996 and is registered with the Securities Exchange Commission (SEC) as a registered investment advisor (RIA) under the Investment Advisors Act of 1940. The Firm is a wholly owned subsidiary of Sterling Bancorp., Inc. Additionally, Quantum Capital Management and its personnel are subject to complying with many rules and regulations including provisions of the Act and the Corporate Advisory Laws of the State of California. Every client may request a copy or download a copy of Quantum Capital Management's most current Form ADV Part II from our website at www.quantumcap.com.
Sterling Bank & Trust and Sterling Wealth Management are not registered broker/dealers and services are provided by LPL Financial, Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA.
Personal Banking, Business Banking, Residential Lending and Commercial Lending:
Deposit products are offered by Sterling Bank & Trust, FSB. Member FDIC.
Loan products are offered by Sterling Bank & Trust, FSB and subject to normal credit approval. Equal Housing Lender.
Sterling Bank & Trust, FSB is not responsible for and does not guarantee the products, services or performance of Sterling Wealth Management or Quantum Capital.