Back
Back
Download the Sterling e-Treasury Secure Browser
Download the Sterling e-Treasury Token Client
Your Future Starts Here
Designing tomorrow’s solutions today.
The Financial Advisors of LPL Financial, located at Sterling National Bank are committed to building the customized Portfolio Management solutions you need to pursue your personal goals.* Together, we’ll design and implement strategies that can help put you on a path to success.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Investment Strategies
Tailored to your personal goals.
The Financial Advisors of LPL Financial located at Sterling National Bank use the Model Wealth Portfolios (MWP) platform to build and tailor a comprehensive wealth management strategy based on your personal goals, risk tolerance, and investment style.
Through MWP, your Financial Advisor has access to a variety of leading money managers who each follow their own thorough process.
MWP’s flexibility allows your Financial Advisor to take a diversified investment approach, creating a strategy that aligns with your life and goals.
Working with MWP gives your Financial Advisor more time to focus holistically on your goals and provide you with a true wealth management approach.
MWP gives you access to products and asset classes used by institutional firms and ultra-high-net-worth individuals.
Invest in Your Future
Experience plus convenience in one.
Invest for your future with a digital investment platform that combines the benefits of a personal Financial Advisor with sophisticated technology. Available through your LPL Financial Advisor located at Sterling National Bank, Guided Wealth Portfolios (GWP) combines the benefits of an experienced personal Financial Advisor with seamless sophisticated technology that gives you the added convenience and transparency of a 24/7 digital investing solution.1
1Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC. All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Sterling National Bank and Sterling Wealth Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Sterling Wealth Services, and may also be employees of Sterling National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Sterling National Bank or Sterling Wealth Services. The services offered within this site are offered exclusively through our US registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (Depends on registrations of all advisors) AZ, CT, DE, FL, MD, MA, MI, NH, NJ, NY, NC, OH, PA, SC, TX, VA and WI.
Securities and insurance offered through LPL or its affiliates are:
| Not a Bank Deposit | Not Bank Guaranteed | May Lose Value |
| Not Insured by FDIC or Any Federal Government Agency |
Locate a local branch or ATM
Find a banker
Contact us
855-274-2800
Find a Banker