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Michelle Smaltz

Michelle Smaltz

Sterling Investment Advisors recognizes that every situationโ€”educating children, building retirement wealth, insuring against loss, reducing taxes, planning estates, setting up trusts, etc.โ€”brings its own complexities. The objective of the firmโ€™s team concept is to help clients develop a support group of professionals to delegate the management of these issues. Sterling Investment Advisors, an independent wealth management firm, is recognized as one of the Top 10 Independent Investment Advisors in Philadelphia by Barronโ€™s WCO. The firm was named three times to the Philadelphia 100, honoring โ€œthe fastest-growing privately held entrepreneurial companies in the Philadelphia region;โ€ has 30 years of investment experience with an independent orientation; and utilizes proprietary trading strategies, with assets held at Charles Schwab. Please visit Sterling Investment Advisorsโ€™ website at sterling-advisors.com and view the exclusive welcome letter for Worth magazine readers.

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