Sterling Oak Wealth Management

Sterling Oak Wealth Management We specialize in customizing growth and income portfolios, protecting assets from market declines, a

Sterling Oak Wealth Management is an independent wealth management firm based in Newton, Massachusetts. We operate as a Fiduciary to our clients and are proud to use Charles Schwab as our custodian. Our goal is to construct a comprehensive wealth management plan for our clients. We design conservative growth and income portfolios in a tax sensitive way. Our advice is independent and is derived fro

m our extensive background in portfolio management, wealth management, and financial planning. Our mission is to help our clients make complete and sense and order of their financial lives, and we do this by coordinating their tax and legal advisors. We invest for a safe and reasonable rate of return while at the same time protecting against market downturns. Our clients are primarily high net worth individuals, insiders at publicly traded companies, and business owners. Services include:

· Customized asset allocation and portfolio construction
· Retirement plan consulting on an individual and corporate level
· Audit, analysis and evaluation of portfolios and Investment Managers for
relative performance, risk, style adherence, cost, and quality

02/23/2026

Understanding the Difference Between Income Tax and Capital Gains Tax

In the realm of taxation, two terms often surface: income tax and capital gains tax. Both are crucial aspects of an individual’s tax obligations. However, these two terms refer to different types of income taxes, each with its own rules and regulations. Investors must understand these financial co...

02/17/2026

Minding Future Taxes: Traditional IRA vs. Roth IRA

When considering retirement savings options, it is paramount to understand the tax treatment of the various types of retirement accounts upon distributions. Traditional IRAs and Roth IRAs each offer unique features and have different tax implications that impact one’s retirement strategy. Here are...

02/09/2026

Financial Planning for Newlyweds (or Nearly-Weds)

Entering into a marriage is not just a romantic commitment but also a financial partnership. For newlyweds or nearly-weds, planning future finances together can help strengthen the relationship and work toward financial independence. Here’s a guide to tackling this often-sensitive subject.

01/26/2026

Demystifying the Life Insurance Medical Exam: What to Expect During the Underwriting Appointment

Applying for life insurance often includes a step that may be unfamiliar to many: the life insurance medical exam. This examination is a fundamental part of the underwriting process. One’s health status is crucial to insurers, as it helps them assess the risk of insuring one’s life. Here is what...

01/20/2026

New Year, New Financial Goals

As the calendar turns to a new year, many take the time to reflect on the past year and set goals for the upcoming one. This process often involves creating a list of resolutions aimed at improving various aspects of our lives. Among these, financial goals are an imperative part of our New Year’s ...

01/12/2026

Understanding Risk Tolerance When Investing

Investing is an essential part of personal finance. However, it does come with a fair share of risks. Everyone has a unique approach to handling such risks. This is where risk tolerance comes into the picture.

01/05/2026

How to Protect Your Wealth in 2026

Safeguarding wealth is a critical component of financial planning. As we approach 2026, it’s vital to understand strategies that may help preserve and grow one’s financial assets effectively.

01/05/2026

Financial Wellness Awareness Month: Importance and Significance

Every year, January is recognized as Financial Wellness Awareness Month. This time is dedicated to broadening our knowledge of financial matters, cultivating money-management habits, and being financially ‘well.’ This time aims to encourage everyone to take stock of their financial status, under...

12/29/2025

Four Essentials of Estate Planning

Estate planning is the process of preparing for the distribution and management of your assets during life and upon your death. It is a strategic process designed to ensure that loved ones are financially independent even in one’s absence. Here are four essentials included in estate planning.

Address

3 Newton Executive Park Suite 101
Newton, MA
02462

Opening Hours

Monday 7am - 9pm
Tuesday 7am - 9pm
Wednesday 7am - 9pm
Thursday 7am - 9pm
Friday 7am - 9pm
Saturday 7am - 9pm

Telephone

+16179090900

Website

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