Testimonials - Sterling Capital Gains Solutions

Bruce Popper, Financial Advisor, Lion Street Private Client Group

Roger and Bruce discuss Bruce's extensive experience in financial planning, with a focus on estate tax planning, asset protection, and charitable giving strategies. They highlighted the value of Sterling's expertise and collaborative strategy in improving their business and serving clients better. Lastly, they explored income tax planning strategies, particularly the use of a charitable remainder trust for long-term financial security.

Dan Korth, Lily Wealth Management

In this testimonial, Dan Korth expresses deep appreciation for Roger and his team, highlighting their excellence and ethical standards within the industry. Dan emphasizes the value of their time spent together, noting Roger's humility, expertise, and fiduciary commitment. He acknowledges that conversations with Roger are valuable, especially when they discuss aspects beyond marketing, and he holds Roger in high regard for his professional accomplishments.

Barbara Bollard

In this testimonial video, Barbara Bollard, a professor of remote sensing based in Australia, shares her experience working with Sterling Capital Gains Solutions. As a dual citizen of New Zealand and the US, Barbara highlights the personalized and holistic approach of the team at Sterling Capital. She appreciates their effort to understand her complex situation and build a trustworthy relationship, making the entire process seamless and supportive.

Bruce Garratt

In this testimonial video, Bruce Garratt, an Australian now living in Los Angeles and a U.S. citizen, shares his positive experience with Sterling Foundation Management. Bruce praises the firm for its first-class service, responsiveness, professionalism, knowledge, and experience. He enthusiastically recommends Sterling Foundation Management for anyone considering long-term financial planning.

Antonia Buban

In this testimonial, Antonia Buban, a certified financial planner from Southlake, Texas, shares her positive experience working with Sterling Capital Gains Solutions. She praises the team for their expertise, which has significantly benefited her business by adding approximately 30 million in assets under management. Antonia highlights the collaborative environment, her willingness to recommend Sterling to other advisors, and the value she finds in the advisor guides and regular blog updates provided. She concludes by complimenting Sterling's impact on her professional knowledge and growth.