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Sterling Wealth Management
Sterling Wealth Management is a boutique fiduciary advisory firm focused on simplicity, clarity, and personal connection. The firm is committed to making...
Overview
Sterling Wealth Management is a boutique fiduciary advisory firm focused on simplicity, clarity, and personal connection. The firm is committed to making wealth easier to understand, manage, and enjoy through education, transparency, and personalized financial planning. It serves primarily high-net-worth individuals with guidance centered on clarity and thoughtful planning.
General information
Firm type
Bank / Wealth / Trust
Year founded
2005
Location
Region
North America
Country
United States
City
Las Vegas
Corporate office
Las Vegas, NV, United States
Principals
Paul S. Zaman
Founder and President
Sector focus
Frequently asked questions
Does Sterling operate as a fiduciary?
Yes. Sterling is structured as a registered investment advisor, which imposes a fiduciary duty to act in clients' best interests. This regulatory posture separates it from broker-dealer wealth management platforms and signals an advisory-over-sales model.
What asset classes does Sterling emphasize?
The firm focuses on private credit, real estate equity, and select private equity co-investments. Private credit includes middle-market lending to sponsor-backed companies; real estate centers on multifamily and commercial properties in the Southwestern US; private equity takes the form of direct co-investment rather than blind-pool fund commitments.
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