Wealth Management

Planning is Everything

Having a financial plan with professional guidance is essential to working towards your life’s goals. Let’s get started today.

Portfolio Management

Prepare for the future with an objective needs assessment, a personal plan and a sound strategy.

Retirement Planning

Let us help you develop a customized strategy for reaching your retirement goals.

Insurance

An objective insurance review can help make sure that your coverage keeps pace with your life.

Trust & Estate Planning

Create a framework for transferring assets, providing for special needs, philanthropic activity or other activity that requires asset protection and management.

Education Planning

Start today to help make sure that funding will be available for children’s future educations.

Institutional & Private
Client Investors

Quantum Capital Management is a boutique investment manager focused on actively managed investment strategies.

Set up a consultation with a Sterling Wealth Management Financial Consultant by contacting John Harty at 415-773-1530 or [email protected]

Discover how we can help you work towards your financial goals.

BrokerCheck by FINRA - Check the background of this investment professional.

John Harty is a registered representative with, and securities offered through, LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Sterling Bank & Trust and Sterling Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA.