Our Services


Why would you need wealth management services? Because the desire for wealth creation requires a strategy for generational transfer. Wealth management is a systemic approach to keep track of your assets through advanced tools. It improves the productivity of your estate by managing and monitoring your investments and incoming revenue. It gradually puts your estate in a better position where you can expect nothing but a steadily-growing Return On Investment (ROI). Quite merely, First Sterling Management includes a private wealth management service that is an external approach that our specialists look into your assets and manage them on your behalf. We already have a powerful grasp on both; strategic and informative means through the most advanced financial techniques and global resources.

• Wealth management (WM) or wealth management advisory (WMA)

It is a form of investment management and financial planning that provides solutions to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW). It is a discipline which incorporates financial planning, portfolio management and a number of aggregated financial services offered by a complex mix of investment banks, asset managers, custodial banks, retail banks, and financial planners. First Sterling Management will provide you with experienced attention to your need and goals.

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• Asset Growth/ Management

This will include First Sterling Management team of Managing Directors being personally assigned as a fiduciary to a small business, investment accounts, Estate’s (planning & management), New Business Development, Research and Development project, Investment, Merger and Acquisition, Initial Public Offering (IPO), and Private Placement Memorandum (PPM). To internally grow the performance, value, and cash flow (dividends) of the assets assigned.

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• Trust Formation

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