Sterling Total Wealth Solutions

Sterling Total Wealth Solutions Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.

Our mission is to provide financial guidance and insight to our clients through a personal relationship built on integrity and commitment, with a desire to make a difference in the lives of our clients, their families, and our community. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Sterling Total Wealth Solutions and Cambridge are

not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

June is filled with moments that remind us how courage, innovation, and a little bit of daring can leave a lasting mark ...
06/05/2026

June is filled with moments that remind us how courage, innovation, and a little bit of daring can leave a lasting mark on history. Here are a few milestones we are reflecting on this month:

🚀 June 18, 1983 - Sally Ride became the first American woman in space, launching aboard the Space Shuttle Challenger as a mission specialist. Out of more than 8,000 applicants, she was one of only six women selected for NASA's 1978 astronaut class.

🏀 June 6, 1946 - The Basketball Association of America was founded at a meeting in New York City, setting the stage for what would eventually become the NBA and for basketball to transform from a regional gym sport into a global phenomenon.

🎥 June 20, 1975 - Stephen Spielberg’s classic “Jaws” premiered. Not only did this movie become one of the first big summer blockbusters at movie theaters, but it also gifted us with one of the most iconic movie soundtracks of all time.

These moments continue to inspire conversations about leadership, equality, creativity, and the lasting impact of a single bold step on the world.

As we approach the second half of the year, I wanted to reach out with a quick reminder: Late summer into early fall can...
06/05/2026

As we approach the second half of the year, I wanted to reach out with a quick reminder: Late summer into early fall can be one of the most strategic times to review your company’s employee benefits offering. Swipe for a few key areas to think about reviewing as we step into the second half of the year.

Taking a proactive approach now can help you avoid last-minute decisions when it comes time to construct next year’s benefits package and ensure that your benefits strategy aligns with both organizational goals and employee needs.

That said, if you’d like to revisit your current plan or explore adjustments ahead of enrollment season, feel free to reach out to the team. We’d be happy to get time on the calendar.

June is a wonderful time to celebrate the kind of community spirit that reminds us how much good exists in the world. Th...
06/04/2026

June is a wonderful time to celebrate the kind of community spirit that reminds us how much good exists in the world. This month, we are sharing a story that proves kindness has no age limit and that one act of generosity can change everything.

At Louisa County High School in Virginia, a group of teenage automotive students spend their semesters doing something truly remarkable. Instead of simply learning how to repair cars in an insulated classroom, they restore donated vehicles and give them away to single parents in need of reliable transportation. In partnership with the nonprofit Giving Words, the program has given away over 60 cars and repaired more than 260, one garage door reveal at a time.

For recipients like Jessica Rader, a single mom of three, the gift was far more than a set of wheels. It opened the door to full-time work, independence, and peace of mind. These students’ actions are a wonderful reminder of the lasting impacts that acts of kindness can have on our communities.

Read the full story here:

https://www.goodnewsnetwork.org/high-school-students-repair-cars-to-give-them-away-to-single-moms-youre-really-making-a-change-in-the-world/

It’s time to test your financial knowledge. This month, we’re covering a couple of key facts about how stocks work and t...
06/04/2026

It’s time to test your financial knowledge. This month, we’re covering a couple of key facts about how stocks work and the meaning behind the numbers. Swipe through to test your expertise, see how you score, and maybe even grab some tips for the second half of the year!

If you have questions about your portfolio or want to talk through your current strategy, give us a call. We're here to support your financial journey.

May delivered a familiar tension. The U.S. economy expanded, driven by resilient consumer spending and surging AI invest...
06/03/2026

May delivered a familiar tension. The U.S. economy expanded, driven by resilient consumer spending and surging AI investment, while rising energy prices tied to the U.S.-Iran conflict stoked inflation and left the Federal Reserve in a holding pattern. Swipe through to learn more.

Know that we are closely tracking these complex markets for you. As always, don’t hesitate to reach out to our team with any questions or needs. We are here as a resource for you.

June is National Annuity Awareness Month, and to honor the month, we wanted to review what annuities are and how they mi...
06/03/2026

June is National Annuity Awareness Month, and to honor the month, we wanted to review what annuities are and how they might fit into your broader retirement strategies. Swipe for more information.

Deciding whether or not annuities are right for you requires a careful evaluation of fees, liquidity, and long-term goals. That’s where our team comes in. We are here to help you to explore how annuities might complement your existing plan. If you are interested, feel free to reach out anytime to schedule a review.

With June being National Homeownership Month, now is a great time to consider how homeownership can support long-term we...
06/02/2026

With June being National Homeownership Month, now is a great time to consider how homeownership can support long-term wealth and financial independence when it is aligned with your broader financial plan. Swipe for more information.

Our team helps evaluate how a home purchase fits alongside retirement savings, investment strategy, and cash-flow planning. If you are considering a purchase or refinance, we are here to help. Reach out for a consultation today.

June is Homeownership Month, a timely reminder that real estate can play a meaningful role in a sophisticated wealth str...
06/01/2026

June is Homeownership Month, a timely reminder that real estate can play a meaningful role in a sophisticated wealth strategy. For high-net-worth individuals, multiple-property ownership often reflects broader capital allocation and long-term legacy objectives.

When incorporated into a comprehensive wealth plan, real estate functions as more than a standalone asset. Strategic structuring and coordinated oversight can help position property holdings within the context of your portfolio and wealth management strategy. Swipe through to learn more.

If you are considering acquiring an additional property or simply evaluating how existing real estate holdings fit into your overall wealth strategy, our team is here to help. Give us a call today.

This CPR and AED Awareness Week, it is worth asking: Does your team know what to do if an emergency happens on the clock...
06/01/2026

This CPR and AED Awareness Week, it is worth asking: Does your team know what to do if an emergency happens on the clock?

There are a few misconceptions that often get in the way of workplace preparedness when it comes to using cardiopulmonary resuscitation (CPR) and an automated external defibrillator (AED) in an emergency. Equipping your team with this knowledge is one of the most meaningful investments you can make in workplace safety.

Swipe through to learn more about the myths standing in the way of preparedness.

We hope this resource was helpful for you. As always, know that we are here to leverage our expertise for your benefit. Please don’t hesitate to give us a call if you have any questions or needs.

Address

2202 Timberloch Place, Suite 100
The Woodlands, TX
77380

Opening Hours

Monday 9am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 9am - 3pm

Telephone

+12817195629

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